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FREEMAN SOLUTIONS
Level 2
February 22, 2021
Solved

CARES ACT CORONAVIRUS RELATED DISTRIBUTIONS

  • February 22, 2021
  • 3 replies
  • 20 views

Has anyone heard when the coronavirus related early withdrawal from a qualified retirement plan will be finalized? I update my installed products daily and I have multiple clients what have this. 

 

Thank you 

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3 replies

Just-Lisa-Now-
Intuit Community Champion
February 22, 2021
FREEMAN SOLUTIONS
Level 2
February 22, 2021

Yes, thank you again so much. Very useful to ask other professionals. I attempted to call the support line and wait times are over 1 hours (YIKES) I appreciate the safe and professional space to ask questions and get feedback. 

qbteachmt
Level 15
February 22, 2021

Form 5329 is for the penalty waiver; 8915-E is for the tax treatment in this one year or over three years.

 

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