TurboTax will determine whether an exception to the additional 10% tax applies based on the entry code in Box 7 of your Form 1099-R, and your answers to any applicable follow-up questions in the interview.
See this help article for a complete list of the entry codes for Box 7. An early distribution might have one of these codes:
- 1 – Early distribution (except Roth), no known exception
- 2 – Early distribution (except Roth), exception applies
If your 1099-R had Code 1, TurboTax will ask follow-up questions to see if an exception applies.
One of the follow-up questions is, "Was (Name) Employed as a Public Safety Officer? Answer Yes if applicable. Answer the rest of the follow-up questions carefully in order for TurboTax to make the correct determination. If you aren't sure of the answers to some of the questions, contact the payer.
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