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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.
‎August 21, 2022
4:36 AM