AnnetteB6
Expert Alumni

Retirement tax questions

There are certain distribution codes that will automatically not apply the 10% early distribution penalty.  If the distribution code on your Form 1099-R is not one of those, then after you have entered the Form 1099-R you will have an opportunity to enter information about an exception to the penalty.  The question will come up after all other follow-up questions with regard to the distribution have been answered.  

 

 

@Hoppe3799

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