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Retirement tax questions
Its not quite ready yet. Form 8915-E: Qualified 2020 Disaster Retirement Plan Distributions and Repayments, which is used for COVID-related early distributions, will be e-fileable starting 2/25. 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. Click here to get on the email list to receive and update when the 8915-E is available.
February 21, 2021
1:36 PM