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Retirement tax questions
It should be possible to get this reported on Form 8915-E. Delete and reenter the Form 1099-R. On the page labeled "Do any of these situations apply to you?," mark the box to indicate that the distribution was due to a qualified disaster, proceed to the page that asks the type of disaster and answer Yes that it was due to COVID-19. Answer the remaining questions and the result will be on Form 8915-E.
March 5, 2021
1:07 PM