qbteachmt
Level 15

Make sure to read this:

https://www.irs.gov/newsroom/coronavirus-related-relief-for-retirement-plans-and-iras-questions-and-...

Because the rules changed once the CARES act passed, and you need your client to give you answers, which you then apply to the new provisions. Not the provisions in the March 6 topic you originally commented in, if this is current year activity.

Also, when you mentioned, "but I don't see the question which prompted it" it isn't clear if you are looking at this from within your program or from a web browser. Come to your topic through a browser. Use the internet browser for internet-based common resources, to see all the available info.

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