- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Enter your 1099-R exactly as it appears. After you enter all of your 1099-R forms, you will be asked follow-up questions about those distributions. It is in the follow-up questions where you will indicate the exception. Distributions up to $5,000 per child for qualified birth or adoption expenses will not incur the 10% penalty. IRS exceptions to tax on early distributions
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
‎January 11, 2024
8:15 PM