pepbrow
Returning Member

Retirement tax questions

Thank you. You are correct about my wife's age. I understand that "J" is correct, but there should have been a 2nd code to take care of the 5 year exception. I did the same thing (another company) with an IRA, my code was "2". TurboTax didn't need any other explanation.

I will do as you suggest and see how it works out. Thanks again.