Once the IRS releases a final version, it is incorporated quickly. Prior to the IRS release, we were told will be e-fileable starting 2/24.
Form 8915-E: Qualified 2020 Disaster Retirement Plan Distributions and Repayments, which is used for COVID-related early distributions.
The IRS is updating form 5329’s instructions to make it clear that COVID related exceptions cannot use 5329 and should use the new 8915-E.
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