Jump to content

Recommended Posts

Posted

A participant wants to take out a hardship distribution for a lease / purchase of a primary residence. We've got a copy of the lease / purchase agreement where it looks like it is a lease agreement for the first 12 months with the option to purchase the residence after 12 months. Does this qualify for a hardship distribution for the reason of purchasing a primary residence even if the purchase will not take place until one year later?

Posted

IMHO, only if you squint while looking at it upside down wearing rose colored glasses while riding a skateboard over a cliff.

What if they don't opt to purchase at the end of one year?

I don't think it qualifies.

JanetM CPA, MBA

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...

Important Information

Terms of Use