Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Level 1
posted Aug 6, 2025 9:08:34 AM

Home purchase and IRA

I am near retirement and purchasing my retirement home.  My existing home has not yet sold.  Is it a reasonable idea to take an IRA/401k withdrawal to pay for part of the new home?

0 3 113
3 Replies
Level 15
Aug 6, 2025 9:16:59 AM

You do not define what "near retirement" means in terms of your age.   If you take money out of a 401k before you are 59 1/2, you pay a 10% early withdrawal penalty + ordinary income tax on the distribution.  Using the money to pay for a house is not an exception to the 10% penalty for a 401k.   

 

Any money you remove from your 401k or IRA is subject to ordinary income tax.   You will get a 1099R for the  distribution which you will need to enter on your income tax return.   Using the money for a retirement home is irrelevant.

Level 1
Aug 6, 2025 9:20:21 AM

I am NOT one of the experts, but was in the same situation.  I had a lot of equity in my current home, so I used a home equity line of credit to purchase a lower priced new home.  When the current home sold, it automatically paid off the loan.  There was only about 50 days of interest, I didn't have to touch my 401K, and the process was easier than a normal loan.  

Employee Tax Expert
Aug 6, 2025 9:23:39 AM

When you withdraw funds from a Traditional IRA/401K, you will pay taxes on it. If you are 59 1/2 years or older you would not have to pay penalty on the withdrawal. As you currently own the home you are trying to sell, you will not qualify for a new home exclusion from penalty on the first $10,000.00. This exclusion from penalty is only available once. Though taxes will be owed on the full amount withdrawn from Traditional IRA/401K.

Also remember, you may owe taxes on the sale of your existing home. The exclusion amount for capital gains tax is on first $250,000 if single filer or married filing separately or $500,000 if married filing jointly.

Here is a link to help you understand if the 10% additional tax/penalty for early withdrawal and tax on withdrawal from a retirement account will apply to you.
IRS: Exception to tax on early Withdrawal 

IRS: Withdrawals from a retirement account