- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
You have to access Form 5329 to claim the exception. Continue in the interview section. You will encounter a screen that says, "These Situations May Lower your Tax Bill" and you can check the box for separation from service after age 55.
‎February 17, 2021
1:28 PM