@NCPERSON1 Thank you for your reply, yes I'm referring to rule of 55 early distribution from 401k with no penalty (tax is due regardless) and specifically my question was what to do if the Administrator does NOT code the 1099-R correctly with the proper penalty exemption code in box 7 - then what? The reason why they would do that pure incompetence so I'm trying to gather counter measures one can take if the inevitable happens when they issue the defective 1099-R
