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C
cdaahern-yahoo-c
September 2, 2022
Question

Can I amend my 2021 Tax Return and have my Early Retirement Plan Withdrawal fee waived due to COVID-19? Instructions not clear. Can't find where it says I should click.

  • September 2, 2022
  • 1 reply
  • 0 views
When I filed originally it seemed like the Tax Form was not ready yet. I do not want to do a re-pay over three years. I saw legislation that would waive the fee entirely for the time period that I withdrew.

1 reply

Critter-3
Critter-3
September 2, 2022

That waiver was for the 2020 tax year only which is why the program did not alert you to the possible exclusion in the 2021 interview. 

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