@shafer0219 wrote:
The form 8915-E you stated shows different:
Form 8915-E, Qualified 2020 Disaster Retirement Plan Distributions and Repayments (Taxpayer)
You sure your quoting the right form or does the COVID relief go under Disaster Retirement Plan Distributions?
Correct - the 8915-E form reports a qualified disaster in 2020 - namely COVID-19.
Per the 8915-E instructions:
Qualified 2020 Disaster DistributionCoronavirus and Other Qualified 2020 Disasters
Qualified 2020 disasters fall into two categories: coronavirus and qualified 2020 disasters other than coronavirus. These disasters are the only disasters for which a qualified 2020 disaster distribution can be reported on Form 8915-E. See Qualified 2020 Disaster Distribution Requirements, later.
**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.**
