- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
If the distribution was early, before age 59 1/2, it would normally be subject to a 10% penalty. There are exceptions to that, in the instance of death or disability for instance. Also in the case of dividends paid from the ESOP. A lot would depend on the code listed in box 7 on your Form 1099-R, can you provide that to us?
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
‎February 5, 2025
6:40 AM