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2020 Qualified Disaster Retirement Distribution
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hattiemwl
Level 2
04-12-2021
10:54 AM
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I have a client that received $100,000 distribution in 2020, as a normal distribution, What part of the 100k does he qualify for the disaster or can he claim all of it? We are in the State of Oklahoma.
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qbteachmt
Level 15
04-12-2021
11:49 AM
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Read the Form 8915-E instructions:
https://www.irs.gov/pub/irs-pdf/i8915e.pdf
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