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New Member
posted Mar 18, 2020 9:16:07 PM

I dont know what is a qualified disaster distribution, Can you explain

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1 Replies
Expert Alumni
Mar 19, 2020 8:19:10 AM

A qualified disaster distribution is when you withdraw funds from a  retirement plan  (including IRA owners)  to cover losses incurred while living in certain federally declared disaster areas in 2016 and 2017.

 

"A qualified disaster distribution is an amount up to $100,000 taken by a participant whose main home was in the federally declared disaster area and the distribution was made for:

  • Harvey, after August 22, 2017, and before January 1, 2019;
  • Irma, after September 3, 2017, and before January 1, 2019;
  • Maria, after September 15, 2017, and before January 1, 2019;
  • The 2016 disasters, in either 2016 or 2017; and
  • California wildfires, after October 7, 2017, and before January 1, 2019."
  • Ref: IRS  Disaster Relief Bill Includes Retirement Plan Distribution and Loan Options