Can you provide a link to IRS Notice 87-13?
My plan states: ". . . . during or after the year you reach age 55, the 10% penalty tax does not apply to any distribution you take that year or later".
Hopefully, when I do separate, they will issue my 1099-R with the appropriate distribution code (Code 2: Early distribution, exception applies). If not, it would be beneficial for me to have access to IRS Notice 87-13 ( I haven't been able to find it).
Thank you again for your participation in this discussion. Much appreciated.
February 23, 2024
3:30 PM
