About Bigj7778

Level 2

Member profile

Latest badges earned

Replies
Posts

Re: Cares Act Covid-19 distribution from 401k 2020 broken up over 3 ...

I was told the same thing. I asked it I could be escalated to someone else, she said yes a supervisor. That is who sent me to the tax expert.

Bigj7778

Updated Apr 13, 2023
Re: Cares Act Covid-19 distribution from 401k 2020 broken up over 3 ...

I did, one rep told me no. So I asked to be escalated to a supervisor. Then that rep got me to a tax expert.

Bigj7778

2

Updated Apr 13, 2023
Re: Cares Act Covid-19 distribution from 401k 2020 broken up over 3 ...

A great tax expert at TurboTax figured out what I was doing wrong. When I selected that I had taken a qualified distribution in 2020, it asked for some info fro...

Bigj7778

4

Updated Apr 13, 2023
Re: Cares Act Covid-19 distribution from 401k 2020 broken up over 3 ...

No

Bigj7778

Updated Apr 13, 2023
Re: Cares Act Covid-19 distribution from 401k 2020 broken up over 3 ...

I still get "Needs Review" here. I have followed all advice.

Bigj7778

14

Updated Apr 13, 2023

Membership stats

Public Statistics

Date Registered	‎April 14, 2022 3:56 PM
Date Last Visited	‎April 16, 2022 1:05 AM
Total Messages Posted	5
Total Cheers Received	1

Quick links