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Retirement tax questions
Select none of these apply. You're going to enter the 1099-R as a fully taxable event. Then, after you have done that, the system will offer you a complete list of possible exceptions. The birth/adoption exception is a little more than midway down that list and will exempt up to $5,000 from the 10% early withdrawal penalty. Then in order to attach the necessary statement, you will have to mail in the return.
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‎February 4, 2025
1:20 PM
1,222 Views