catlady67
Returning Member

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