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Level 1
April 1, 2023
Question

Where to enter COVID 1/3 income from 2020 to avoid the 10% early withdrawal penalty

  • April 1, 2023
  • 2 replies
  • 16 views
<p>What Forms do I need to complete to recognize the 1/3 income spread from a 2020 COVID IRA withdrawal and avoid the early withdrawal penalty of 10% tax on the reported amount?</p>
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2 replies

dascpa
Level 11
April 1, 2023

8915-E.  Google is your friend.

Just-Lisa-Now-
Intuit Community Champion
April 1, 2023

Complete the 8915E and that should trigger the 8915F to be included as well.  What was included with the 2021 return? You should use 2021 to follow along as a model,  so you know how to complete this years forms.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪