- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Sad you did not ask the proper questions before you made the distribution so you could have structured the payout better to reduce or eliminate the tax bill ... but as already stated it cannot be undone. If you are under the age of 59 1/2 AND are retired on disability THEN the 10% early withdrawal penalty MAY be removed using the form 5329 code 3 (if one was applied) ... follow the program interview carefully.
‎July 2, 2020
5:30 AM