fmattozzi
Level 1
‎02-23-2020
03:22 PM
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Email to a Friend
- Report Inappropriate Content
4 Replies 4
RollTide68
Level 8
‎02-23-2020
03:34 PM
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Email to a Friend
- Report Inappropriate Content
What form is the"premature" distribution on?
Is it a tax deferred account? What kind of account?
Level 15
‎02-23-2020
03:41 PM
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Email to a Friend
- Report Inappropriate Content
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♥¸¸.•*¨*•♫♪
Level 3
‎02-23-2020
07:38 PM
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Email to a Friend
- Report Inappropriate Content
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.
qbteachmt
Level 15
‎02-24-2020
11:12 AM
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Email to a Friend
- Report Inappropriate Content
Code 1 on which form, and what else is selected or checkmarked on that form?
*******************************
"Level Up" is a gaming function, not a real life function.
"Level Up" is a gaming function, not a real life function.