BillM223
Expert Alumni

Retirement tax questions

Please note that you may be required to file the 5329, even if you can provide an exception to the penalty.

 

"You must file form 5329 if any of the following apply:"

 

You received a distribution subject to the tax on early distributions from a qualified retirement pl...

 

So if your early distribution penalties were waived, you should still have the exception code on line 2 to the left of the number column. Is that the case?

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