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Retirement tax questions
I know that is what I would choose, but none of the followup questions allow me to choose that. These are the only exceptions I can choose from (pic attached).
There is no section to enter my distribution amount in the box labeled 'Separation From Service the Year During or After Age 55...'
If I put it in the last box, "Other Reason", then it puts in a code "99" of the 5329 which is for "multiple exceptions apply" rather than the "01" for "separation from service" as it should be. I can override this field on the 5329 to input the "01" exception if I use the desktop version in Forms mode, but I shouldn't have to.
‎February 3, 2024
7:23 AM