dmertz
Level 15

Retirement tax questions

As Opus 17 indicated, when TurboTax asks if any of the particular exceptions apply, enter the amount of this distribution as being eligible for the age-55 exception.  TurboTax will include this amount on Form 5329 line 2 with exception code 01 (not to be confused the the code 1 in box 7 of the Form 1099-R).