That is true. There is a dependent information worksheet that has the birthday information, but that does not get transmitted with the return when you e-file. You can use that as your attachment when sending in the return. The only other thing I can think of is using the covid exception to the early withdrawal penalty if that is an option. Those who qualify as individuals directly impacted by the pandemic will be able to withdraw up to $100k from their retirement accounts without facing the 10% early withdrawal penalty. You qualify if:
- You, your spouse, or your dependent are diagnosed with COVID-19
- You experience adverse financial consequences as a result of being quarantined, furloughed, or laid off
- You had work hours reduced to COVID-19
- You’re unable to work due to child care closure or hour reduction
If you qualify for this exception, you can have the penalty waived and would not need to attach the statement. Also, you would have the option to spread the ordinary income over 3 years or include it all on this 2020 return you are filing now. If you don't qualify for the covid exception, you would need to send in the statement which will prevent e-filing. @july007A
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