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I turned 59 1/2 in 2018. Prior to that, I was withdrawing via a 72T. After turning 59 1/2, I took out a lump sum. How do I differentiate this when doing my taxes?
Simple example- Since retirement I withdrew $1,000 a month on a valid 72T. Turned 59 1/2 in August. In September I withdrew $10,000. When reporting the income, how will I be able to show that the 72T was followed correctly till after it no longer applied?
‎June 6, 2019
12:28 AM