qbteachmt
Level 15
02-21-2021
12:39 PM
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The form 8915-E (T and S) are now scheduled to be E-filed and for 2/25. If you just wait, it should resolve itself with an update. It is used for Income taxable amount in this one year or spread over three years.
Form 5329 is used for the early withdrawal penalty waiver.
Form 8606 is used for computing tax on conversions, if there is pro rata due to basis, overcontribution, etc. It's not a covid-related form.
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Don't yell at us; we're volunteers