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Thank you, Holly - this is very helpful! I'm coming up on the anniversary of the domestic violence event, so I don't want to miss out on this window given it is only a year from the event. If I'm understanding your response, it shouldn't be a problem from an exemption perspective to make the withdrawal if I am eligible and can but just becomes a matter of getting the payer (plan sponsor) to code correctly on there end (if IRS issues guidance) and entering it appropriately on the tax form, as applicable. Given the exact details are still being ironed out do you think it is still OK to make the withdrawal at this point if my plan is allowing for a general purpose early withdrawal?
‎April 24, 2024
1:44 PM