AnnetteB6
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Retirement tax questions

In order to spread the early distribution over three years instead of including it all on the 2020 tax return, it must have been made due to Covid-19.  There is a series of follow-up questions that you will need to answer to be certain that you qualify for the special tax treatment.

 

See the following TurboTax article for more details and information:  

 

What is Form 8915-E Qualified 2020 Disaster Retirement Plan Distributions and Repayments?

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