Hawk26
Level 3

Client under age 59-1/2 withdrew $6,000 from Roth IRA for daughter's college education.  Since the funds were used exclusively for secondary education they're supposed to be exempt from the 10% penalty.

Is there a section on the 1099-R Worksheet that indicates the withdrawal was used for college costs?  How do I "eliminate" the $600 early withdrawal penalty?

Thanks.

 

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