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.