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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
‎January 26, 2022
5:08 AM