DPNJ
Level 3

Retirement tax questions

Hello DanaB27,

 

My request is a follow-up from 2021 and treatment of the excess $110 you pointed out requiring withdrawl in 2022.

 

I withdrew $200, on 10/2022, even though the excess was $110 (wanted to be safe).  I did not withdraw earnings.

 

Below letter is from the broker;  59 1/2 does not apply.

 

letter.jpg

 

TT recognized the $200 as non-taxable but did not produce a penalty document yet.  I have not marked the return complete - is that why?

 

Any help is greatly appreciated.

 

Thank you!