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Retirement tax questions
Please follow these steps after you enter your 1099-R to get the exception from the 10% penalty:
- On the "Review your 1099-R info" screen click "continue"
- Continue through the questions until "Did you use your IRA to pay for any of these expenses?" screen
- Enter the $1,500 under "Another Reason"
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‎January 26, 2022
3:14 PM