Retirement tax questions

CatinaT1 · ‎January 31, 2023

Is the box checked indicating it is an IRA/SIMPLE/SEP checked? This box must be checked for the distribution to qualify for the first-time home buyer distribution. Money taken out of a 401(k) does not qualify for this exception.

Continue on after it asks you about a disaster distribution.

You will get to a screen that looks like this:

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