TaxGuyBill
Level 15
08-01-2024
02:31 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
There were not any Covid-related exceptions for retirement withdrawals in 2022. The client and/or their retirement representative may have been thinking of the special rules during part of 2020.
Any chance they were in a Federally declared disaster area that may have qualified for the special rule for retirement withdrawals?