Re: The rule does not apply to an IRA withdrawal w...
Level 15

Retirement tax questions

It is not about when you file your tax return--it is about how old you were when you took the money out of the retirement account.  Having your birthday ahead of filing your tax return will have no effect on the early withdrawal penalty.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
Privacy Settings