qbteachmt
Level 15
03-10-2022
10:05 PM
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"Is that for new distributions in the current year?"
It's a transition event. Consider Disaster Year and Tax Year.
For Disaster Years 2020 and later, and for Tax Filing Years 2021 and later, you use the "Forever" form = 8915-F.
For Disaster Year 2020 and Tax Filing Year 2020, you use Form 8915-E. One year.
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Don't yell at us; we're volunteers