@AmyC wrote:
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.
@AmyC The question is about a RMD rollover that has nothing to do with the 8915-E form. It is simply the same as any other IRA rollover, except the CARES act allowed RMD to be rolled back. 8915-E not used for this.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
