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Retirement tax questions
Replying to your question "Just want to clarify — is 5 months equivalent to one semester?"
That is not what the question it is asking, nor is it what the IRS specifies as the criteria.
The IRS criteria are listed in my previous response. I will rephrase what it says:
It says if you are NOT a student you may be eligible. So to be eligible, you must not be a student.
In part, it defines a student as "You were a student if during any part of 5 calendar months of the tax year you Were enrolled as a full-time student at a school" . . .
Thus, using these guidelines, answer the question - Were you a student.
2 Previous responses said NO.
April 9, 2022
3:39 PM