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I made a withdrawal from my Roth IRA account in Dec 2017 to purchase a primary residence. Closing has not been completed yet. How do I note this on my taxes?
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June 6, 2019
7:41 AM
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Retirement tax questions
If you are trying to avoid a penalty for an early withdrawal, you will be asked if you used the money to purchase a first-time primary residence, you will be asked if you used the money or that purpose. Say Yes, it does not matter that the closing will come in 2018.
June 6, 2019
7:41 AM