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Retirement tax questions
@Curtid33 wrote:
Is it true that the IRS requires the Form 8915-E to be filed by mail? I've waited weeks with my returns ready only to be told this over the phone with a representative.
What you were told is incorrect. The Form 8915-E can be e-filed or printed and mailed.
The Form 8915-E will only be generated after you complete entry of a Form 1099-R and answer the questions about the withdrawal being due to Covid-19.
‎February 26, 2021
12:34 PM