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Retirement tax questions
This is ready. Try deleting the 1099R then re-entering or downloading the 1099R again. The 8915-E will be used for penalty relief from early retirement plan distributions and include the option to spread the distribution income over 3 years. This may be a good option if the distribution is pushing you into a higher marginal tax bracket. You may end up paying less tax if you spread the distribution over the 3 years.
‎February 28, 2021
3:56 PM