PattiV
Level 1
04-13-2021
07:30 PM
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Is there an AGI phase out for the COVID related retirement distribution rules? I have a millionaire client who says he qualifies because he had a salary reduction for 4 months. He says that caused him to have adverse financial consequences. Please tell me millionaires are not eligible.
qbteachmt
Level 15
04-14-2021
11:32 AM
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Read the Form 8915-E instructions:
https://www.irs.gov/pub/irs-pdf/i8915e.pdf
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Don't yell at us; we're volunteers
Don't yell at us; we're volunteers
PattiV
Level 1
04-14-2021
12:21 PM
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THANK YOU
KylieCampbell
Level 1
04-22-2021
07:04 AM
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Thx you for sharing!