PattiF
Expert Alumni

Retirement tax questions

Here is a link to an IRS site with details of the CARES Act and Retirement.

 

There have been delays with the release of the form with the IRS.

 

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.

 

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