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Retirement tax questions
Duly noted. My thoughts are, other than the QCD, there may not be another instance where you will be able to roll RMD back into your IRA. But who knows what the future will bring.
Form 8915-E: Qualified 2020 Disaster Retirement Plan Distributions and Repayments, which is used for COVID-related early distributions, will be e-fileable starting 2/24. 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.
February 14, 2021
12:43 PM