07 Nov I took a COVID withdrawal. When will the money be taxed?
You have some options on taxes, but when you receive the funds is important. ...
15 Apr Do I qualify for a COVID retirement withdrawal?
There are broad eligibility requirements to take a COVID withdrawal. ...
02 Apr How are withheld taxes credited for COVID retirement withdrawals?
Your COVID withdrawal is only one part of determining taxes owed. ...
31 Mar Do I pay more tax on my COVID withdrawal if taxes were withheld?
The exact amount of tax owed will depend on your complete tax situation. ...
30 Mar Can I pay all taxes on COVID withdrawal after filing my return?
You have several options to pay taxes on coronavirus-related withdrawals....
17 Feb Can I use a COVID withdrawal to invest in a Roth IRA?
There are specific rules to follow when you have a CARES Act withdrawal....
16 Feb Are COVID withdrawals a way to get funds out of my costly 401(k)?
There are several strategies to get funds out of a 401(k) that has high fees. ...
15 Feb When are taxes due on a 2021 Roth IRA conversion?
Taxes on a conversion are due in the year the conversion is made. ...