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How do I fill out form 5329, Line 3? Line 1 total from IRA; Line 2 is Code 03 for Disabled.
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June 4, 2019
12:17 PM
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Retirement tax questions
If your entire distribution was a result of a total and permanent disability then line 3 should be zero. Line 1 is the amount of your IRA distribution. Line 2 is the amount that is not subject to the additional tax (10%). Subtract Line 2 from Line 1, which totals zero if all of your distribution is due to being disabled.
June 4, 2019
12:17 PM