DaveF1006
Expert Alumni

Retirement tax questions

I would not suggest doing this right now  the until update is complete.  If you do, the penalty will be assessed on this return and you won't be able to defer the taxes in a three-year period. As a result, you will need to prepare an amendment when the 8915-E is available but you may need to wait a few months until you see your refund from the amendment since amendments cannot be electronically filed. The choice is up to you.

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