qbteachmt
Level 15

"But they forgot to include that there must a COVID related reason for the distribution"

I've only seen one documented request for distribution, which is a "self-certification" anyway. Are you considering this part of due diligence, or just accepting the 1099-R?

"I guess it goes under line L "other" on form 5329"

And there is 8915-E to do.

 

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