Cares Act Retirement Distribution - Spidell

Cares Act Retirement Distribution

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Message Board Cares Act Retirement Distribution

  • This topic has 1 reply, 2 voices, and was last updated 1 year ago by Lynn Freer.
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    • #274624
      Bruce Critchley
      Participant

      It seems clear that CA conforms with CARES Act regarding the early distribution penalty, BUT does it conform the 3-year recontribution option?

    • #274627
      Lynn Freer
      Participant

      Yes we do conform. However, you may make a different election for CA and do all in 2020 or over three years for CA and different for federal

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