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Retirement tax questions
I was referencing the form on their website when I submitted the withdrawal/distribution request.:
When making distribution withdrawals from this financial institute, it asks two questions:
1) "Have you met the five-year waiting period?" Y or N
2) "Which selection describes your distribution?" Premature (under 59 1/2 years old), Premature (with exception), Disability
The account is with TDAmeritrade, so not a small company by any means. When I distributed the amount, I put 'Y' and 'Premature (with exception)' thinking incorrectly that removing contributions meant an exception.
Looking closer at my account, they have my SSN of course, but nowhere can I specify my DOB. I will contact them again asking for a revision since T does not apply and they should know this.