Jerry C
Level 4

Some of my clients use the exception in 2020 to withdraw from their qualified plans because of Covid and accepted to spread the withdraw over 3 years. My software is not picking up the 2/3 this year. is there a reason?

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qbteachmt
Level 15

Here is the help article:

https://proconnect.intuit.com/community/retirement-tax-credits-and-deductions/help/generating-form-8...

 

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