cakeen
Level 3
03-15-2024
04:42 PM
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He did not have any withholdings from the distribution. The reason for this was to help purchase a home while waiting for funds to clear from the home they were selling. I'm just wondering where in ProConnect I designate this should not be taxed or penalized as an early distribution.
Is it an Override situation or is there a box to click that signals all funds were returned to the IRA within 60 days?