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

lawtaylor
Level 1
<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 Comments 2
dascpa
Level 11

8915-E.  Google is your friend.

Just-Lisa-Now-
Level 15
Level 15

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.


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