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How to report retirement plan distributions over three years

DonA
Level 1

CARES Act allows for reporting retirement distributions over three years.  How

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2 Comments 2
qbteachmt
Level 15

You will want to bookmark this and monitor it:

https://proconnect.intuit.com/proseries/forms-finder/

Form 8915-E is not scheduled to be released until Feb 18.

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Camp1040
Level 11

Qualified disaster distribution smart worksheet that is within the 1099-R.

Follow the instructions.