Does the "Did you take a disaster distribution at any time between 2018 and 2020?" mean the Pandemic Unemployment Assistance that we received during the pandemic?

aoune007-gmail-c · ‎April 8, 2023

Does it also include the cheques that were given by the government at the time? Please let me know. Struggling to understand this bit.

SteamTrain · ‎April 8, 2023

@aoune007-gmail-c

No, that refers to any $$ you removed from an IRA or other retirement account (like a 401k), back when you were allowed to take those $$ out (2018-2020), and chose to report the distribution over 3 years...or return to the retirement plan later.

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Does the "Did you take a disaster distribution at any time between 2018 and 2020?" mean the Pandemic Unemployment Assistance that we received during the pandemic?