Can i claim a "qualified disaster" for a 1099r if i caught covid months after i pulled the money out of my 401k? i might have pulled it out before the announcement date

posted

Connect with an expert

2 Replies

Probably not.

absolutely yes.

You must have taken the money on or after Jan 1 2020, but before Dec 31, 2020.

You must have been impacted by COVID in 2020.

Catching the virus is good enough.

Still have questions?

Questions are answered within a few hours on average.

*Must create login to post

Unlock tailored help options in your account.