Hal_Al
Level 15

Education

The TurboTax (TT) interview can handle this.  In will not come up in the first part of the 1099-R section.  Just keep going.  It comes up after the 1099-R, when TT sees that you may have a penalty.  It will then ask about exceptions and prepare form 5329* to claim the exception.

 

The distribution will be taxed.  It's only the 10% early distribution penalty that is waived. 

 

*There is no form 5936