DaveF1006
Expert Alumni

Retirement tax questions

If one of your 1099-R has a code 1, then you may need to wait for the release of 8915-E. Code 1 is a early withdrawal distribution where no exception applies. Without the 8915-E,  you could be penalized for the 10% Early Withdrawal Penalty. if you have signed up for the update, Please sign-up here and we will email you once the form is live.

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