- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Do you include a physician's letter with your tax return if you use Form 5329 for a disability exemption?
People who are fully disabled are allowed to take disbursements from their IRA or similar account without the 10% penalty for early withdrawal (before age 59-1/2). Form 5329 is how you take that exemption.
Some financial institutions will look at a physician's statement or other documentation of your disability and then issue a 1099-R, others (like mine) do not
Some financial institutions will look at a physician's statement or other documentation of your disability and then issue a 1099-R, others (like mine) do not
Topics:
‎November 2, 2021
1:22 PM