qbteachmt
Level 15
02-13-2021
02:46 PM
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"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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"Level Up" is a gaming function, not a real life function.
"Level Up" is a gaming function, not a real life function.