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Retirement tax questions
....for a person who turned 59.5 in 2020.....the "desktop" software still asks the question about whether you received any $ before age 59.5 ....but as long as you indicate it was from a non-qualified plan on the next page, then no penalty is applied.
Thus..it seems to be an "Online" software issue for now.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎January 9, 2021
6:41 AM