Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Level 2
posted Feb 2, 2021 3:18:52 PM

I had to switch jobs to a lower paying job due to COVID and had to withdraw from my 401K

I had to switch jobs to a lower paying job due to COVID (not being able to handle the intense stress of a workload with a child) and had to withdraw from my 401K. Because I switched jobs towards the later qtr of 2020, the impact isn't so dramatic. 

 

In terms of waving the early withdrew penalty as I took the withdraw in 2020, what proof do I need to show the IRS, other than I physically switch companies via my W2 forms?

 

How do I prove that I now have to take care of a child?

0 1 448
1 Replies
Expert Alumni
Feb 2, 2021 3:35:44 PM

You don't need to provide any proof. You do need to fit the criteria below.

 

Those who qualify as individuals directly impacted by the pandemic will be able to withdraw up to $100k from their retirement accounts without facing the 10% early withdrawal penalty.

You qualify if:

  • You, your spouse, or your dependent are diagnosed with COVID-19
  • You experience adverse financial consequences as a result of being quarantined, furloughed, or laid off
  • You had work hours reduced to COVID-19
  • You’re unable to work due to child care closure or hour reduction

The distribution would be taxed over 2020, 2021, and 2022. You’ll have that time to pay back the funds you withdrew, without the amount impacting that year’s cap on contributions, and if you pay back the amount within that time, you’ll be able to claim a refund on those taxes.