qbteachmt
Level 15
03-24-2022
10:16 AM
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"and the only one that is satisfied"
It's an or condition. I didn't send you anything; I referred you to the IRS, where the eligibility requirements are listed. "Or" = one of these needs to be applicable, for the taxpayer to qualify.
"Remember the spouse is the recipient of the IRA Distribution with the Code 1 box checked since she is under age 591/2. She did not meet any of the qualifications."
Did you look to see if the date of the distribution falls in the date range of the disaster, per that IRS info? Are they MFJ, so that his impact also is her impact?
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Don't yell at us; we're volunteers