Hi @macuser_22 - thanks for your great advice - I appreciate it.
My UI isn’t quite aligned with that though as I see no choice to pay/split the tax in 2020. Any tips appreciated.
- Chose - Yes, this was withdrawn due to COVID-19. Description above reads “the tax on the distributions can be spread over three years”
- Chose - All of the distribution was a COVID-19 distribution.
- Entered qualification and it says “You're eligible for the COVID-19 exception”
- Checked - Michael repaid part of the distribution, entered small amount
- (Didn’t matter even if I said none)
- Immediately kicks back to 1099-R overview page.
Still digging... 😀
