JeffreyR77
Expert Alumni

Deductions & credits

There is no exemption on the Form 1099-R Form for this exemption.  The exemption will be on the screen following the 1099-R input screen where you indicate the IRA is not subject to an early withdrawal penalty. 

 

 

 

You are correct, the Secure Act First Time Parent Early Retirement Withdrawal Penalty Exemption pre-dated the CARES and coronavirus pandemic.