JamesG1
Expert Alumni

Retirement tax questions

Review line 23 of the IRS form 1040.  You may also review Schedule 2 to see whether an additional tax and/or penalty has been assessed.  IRS form 5329 may allow you to reduce or eliminate the additional tax or penalty.

 

@terhow 

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