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Retirement tax questions
You would only get an exception for the 10% Early Withdrawal Penalty. But I don’t think that qualifies. The 10% Early Withdrawal Penalty is on Schedule 2 line 8 which goes to 1040 line 23. Then you get credit for all the withholding taken out on 1040 line 25b.
401K penalty exceptions
January 24, 2025
6:40 PM