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Retirement tax questions
You will need your Form 8915-E from your 2020 return.
In the interview, after you enter your 1099-R's for 2021, you are asked about a 'prior year' disaster distribution.
When you indicate you had a 'covid related' distribution (check box), the screen opens up with amounts to enter from your 2020 Form 8915-E.
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March 25, 2022
2:26 PM