DanaB27
Expert Alumni

Retirement tax questions

You need to click "Continue" after you entered all Form 1099-R to get to the 10% early withdrawal exception screen:

 

  1. Click on “Jump to 1099-R”  and enter your 1099-R
  2. Click "Continue" after all 1099-R are entered and answer all the questions.
  3. Continue until "Did you use your IRA to pay for any of these expenses?" screen and enter the amount of higher education expenses.

 

Note, if this was from a Roth IRA and you only withdrew contributions then your distribution isn't taxable and not subject to the 10% early withdrawal penalty. Then you will not get the "Did you use your IRA to pay for any of these expenses?" screen.

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