holodeck
Level 3
05-20-2020
01:57 PM
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5329, page 4, exception 05 does not specify if expenses over the 7-1/2% are for the whole family or just the spouse who withdrew. IRS website Exceptions to The Tax on Early Distributions does not specify. Taxpayers will itemize and have $7800 out of pocket over the 7-1/2%. I appreciate your response. I still can’t find out if the spouse can use the total $7800 which consists of the qualified medical expenses for the taxpayer, spouse and dependent. Thanks again.