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1099-R with Type 3 Distribution
I took a disability type 3 distribution from 401K and federal was withheld but there is no taxable amount. I believe 2a should match 1 in this case and 16 should also be the same amount. Can anyone confirm? I believe 0.00 in 2A is wrong and 16 blank is wrong, that both should match box 1. I should be exempt from the 10% penalty but not taxes altogether. Not at retirement min age yet and funds came to me less the withholding. Thank you
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‎February 23, 2022
12:17 PM