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Retirement tax questions
403b IS a qualified plan, but it doesn't make a difference in your case. You could have rolled it over into another qualified plan within 60 days, but apparently did not, so you MAY owe the 10% penalty tax for early withdrawal per 'Code 1' in Box 7. Just answer interview questions for correct tax treatment. Medical expenses are a Possible exception for the penalty ...
May 31, 2019
7:21 PM