Retirement tax questions

defer to other answer ... I was 1/2 asleep this am ... however you will need to file a return to use the medical exclusion ...

 

5. Unreimbursed Medical Expenses

You can avoid the early withdrawal penalty if you took money from a qualified retirement plan up to the amount you paid for unreimbursed medical expenses, minus 7.5% of your adjusted gross income (AGI) for the year.