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Level 2
April 12, 2021
Question

2020 Qualified Disaster Retirement Distribution

  • April 12, 2021
  • 1 reply
  • 8 views

I have a client that received $100,000 distribution in 2020, as a normal distribution, What part of the 100k does he qualify for the disaster or can he claim all of it? We are in the State of Oklahoma.  

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1 reply

qbteachmt
Level 15
April 12, 2021

Read the Form 8915-E instructions:

https://www.irs.gov/pub/irs-pdf/i8915e.pdf

 

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