Level 1
 
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Level 8

What form is the"premature" distribution on?  

Is it a tax deferred account?  What kind of account?

Level 15
Level 15

If you click the yellow ? on the toolbar when your cursor is on each of the lines of the 5329 where you choose the exception, it should give you more information.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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Level 3
Level 3

You can avoid the penalty for early withdrawal for education from an IRA but not from a pension.  However you can have a loan from a pension to avoid tax and penalties.  

Level 13

Code 1 on which form, and what else is selected or checkmarked on that form?

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"Level Up" is a gaming function, not a real life function.
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