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Will Form 8915-E be available for people who took the Cares Act 401k Withdraw in 2020 without the penalty and decided to spread taxes over 3 years? If so, when?

 
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2 Replies

Will Form 8915-E be available for people who took the Cares Act 401k Withdraw in 2020 without the penalty and decided to spread taxes over 3 years? If so, when?

There will not be an 8915-E for 2121.  It is being replaced with the 8915-F which is still in the draft stage at the IRS.   No telling when it will be released.

 

https://www.irs.gov/pub/irs-dft/i8915f--dft.pdf

https://www.irs.gov/pub/irs-dft/f8915f--dft.pdf

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

Will Form 8915-E be available for people who took the Cares Act 401k Withdraw in 2020 without the penalty and decided to spread taxes over 3 years? If so, when?

The other 8915 forms are estimated be ready 3/17 ... the 8915-F is not even on the list yet so don't expect it any earlier than that  ...  https://ttlc.intuit.com/community/forms/help/irs-forms-availability-table-for-turbotax-individual-pe...

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