DanaB27
Expert Alumni

Retirement tax questions

You only need to enter the earnings listed in box 2a since only the earnings are taxable and need to be exempt from the 10% early withdrawal penalty.

 

For 2023 $1,693.96 for yourself and $2,110.87 for your husband.

 

For 2024 $237.16 for your husband.

 

@danhui_li 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"