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Level 1
September 2, 2022
Question

Can I amend my 2021 Tax Return and have my Early Retirement Plan Withdrawal fee waived due to COVID-19? Instructions not clear. Can't find where it says I should click.

  • September 2, 2022
  • 1 reply
  • 12 views
When I filed originally it seemed like the Tax Form was not ready yet. I do not want to do a re-pay over three years. I saw legislation that would waive the fee entirely for the time period that I withdrew.

1 reply

Critter-3
Level 15
September 2, 2022

That waiver was for the 2020 tax year only which is why the program did not alert you to the possible exclusion in the 2021 interview.