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Level 1

Money taken from my retirement plan was needed to live on and pay bills due to a work place accident.

I have been on workers comp since the accident, but that wasn't enough.  Before the accident, my job required overtime on a regular basis which helped to pay bills.  I had to drop my Aflac insurance, since I couldn't afford the premiums anymore.

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Level 1

Money taken from my retirement plan was needed to live on and pay bills due to a work place accident.

No, a qualified disaster is a Presidentially declared disaster, such as a hurricane.

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2 Replies
Level 1

Money taken from my retirement plan was needed to live on and pay bills due to a work place accident.

No, a qualified disaster is a Presidentially declared disaster, such as a hurricane.

View solution in original post

Level 20

Money taken from my retirement plan was needed to live on and pay bills due to a work place accident.

Are you entering a 1099R for a withdrawal?  That is a known issue https://ttlc.intuit.com/replies/7253580