DaveF1006
Expert Alumni

Get your taxes done using TurboTax

it depends. Were you able to use these as college expenses or not. I couldn't tell from your statement. If not, there are certain hardships that will allow you to withdraw from your plan. Please read the following link published by the IRS. Look under 401K to see what hardships are exceptions. 

 

If your 1099R has a code 1, as you enter your 1099R, there will be a section that will say Let's See If We Can Lower Your Tax Bill. Next screen are the exceptions that are allowed for your 401K distribution to be considered a hardship. Here is what that screen looks like.

 

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