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For 2021, is the medical exception on early retirement distributions in excess of 7.5% or 10% of AGI? Turbotax says 7.5% but the IRS website says 10% for 2021.
The "These Situations May Lower Your Tax Bill" screen appears after entering all retirement distributions. It shows a list and fields to enter the amounts. "Medical Expenses (in excess of 7.5% of AGI)" is one of them.
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‎July 20, 2022
10:25 PM