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January 21, 2021
Question

I took a CRD distribution against my 401k in 2020. I read on the IRS website that you have 3 years to claim the full amount on your taxes. Can you confirm/deny this, give me any other useful info r

  • January 21, 2021
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Employee
January 21, 2021

The IRS has not yet released Form 8915-E for reporting CRDs.  2020 TurboTax will be updated to include Form 8915-E once the IRS releases this form.  The draft form is here:  https://www.irs.gov/pub/irs-dft/f8915e--dft.pdf

fanfare
Employee
January 21, 2021

Who's going to deny what the IRS tells you ?