The IRS has issued a new "forever" form for taxpayers who took early distributions related to COVID-19 from their qualified retirement accounts in 2020. "Form 8915-F is a forever form" and replaces ...
F, “Qualified Disaster Retirement Plan Distributions and Repayments,” as well as instructions for its use — but the revised form and instructions are drafts only and are not to be used for reporting ...
Q. My wife and I took out money from her 401(k) as a coronavirus-related distribution. We claimed the income on 2020 taxes with the 1099 sent to us. However, we used Form 8915-E and only paid taxes on ...
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