@MAH7 wrote:
What do we do if we initially selected 'no' to that question?
Can I go back and amend my choice during the 'review' segment?
I was not aware that a Disaster Withdrawal and a Cares Act Withdrawal were interchangeable since there was no verbiage specifically referencing the Cares Act.
I called TT and was told that Covid was 'not designated as a disaster', but that didn't sound correct to me.
Go back to the Wages & Income section, scroll to the bottom of the screen and click on Wrap up income
After completing the Wages & Income section you will land on a screen Did you take a disaster distribution at any time between 2018 and 2020?
Answer NO since you have already completed the entering the 1/3 of the 2020 distribution.
