This is the latest information. We are waiting on the IRS:
At this point and time the Form 8915-E (Qualified 2020 Disaster Retirement
Plan Distributions and Repayments (Use for Coronavirus-Related Distributions)) is not finalized. We currently do not have an estimated date when the form is ready.
Please sign-up here and we will email you once the form is live.
Yes, you should just wait until the Form 8915-E is complete before you file your taxes. With the changes from the CARES Act, the IRS is taking a little longer than usual to finalize the forms.
Please sign-up here if you have not already done so, and we will email you once the form is live.