To be clear, general "hardship" and using the mone...
Level 15

Retirement tax questions

To be clear, general "hardship" and using the money to pay bills are not an exceptions to the early-distribution penalty.

See the instructions for Form 5329 for the permissible Other reasons that qualify as an exception to the early-distribution penalty:  <a rel="nofollow" target="_blank" href="https://www.irs.gov/instructions/i5329#idm140449226340160">https://www.irs.gov/instructions/i5329#id...>
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