DanaB27
Expert Alumni

Retirement tax questions

If this was a distribution from the 401k then no. 

 

If it was a distribution from the IRA then you can get the 10% early withdrawal exception for qualified higher-education expenses. You can indicate this in the follow-up questions when you click continue after all Form 1099-Rs are entered. Please note, you will only get this screen if you had a taxable IRA distribution.

 

Please see IRS Exceptions to tax on early distributions for additional information.

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