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Do I have to pay extra tax on total distribution?
My husband quit his job in 2017 at age 53, I was 55.I took a total distribution from a retirement account in 2018 that was in my name only. I received a 1099 R in my name only. Since it was in my name only will I have to pay additional tax or can we be excluded since there was a job separation (husband quit) when I was 55? It is not clear whether the person separating from job is the one who has to be be 55 or the spouse can be 55 or older
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‎June 4, 2019
4:59 PM