Laf923
Returning Member

Retirement tax questions

Amy,

 

Someone from turbo tax live expert called me to followup on this and according to ger(yolanda) she stated that I am qualified  as i fall under the first  line 

 

 

*periodic payments for services you

performed as an employee before you

retired;

She is saying that this pertains to my work  as  a paid employee and isn't referencing periodic payments of my 401k distributions.

I would have never interpreted that line the way she read and explained it however she was very confident this applies to my situation and what makes me qualified for the exemption along with meeting the age requirement.?