pepbrow
Returning Member

Retirement tax questions

My wife knew there was an exception before she withdrew as well. As a matter of fact they told here how much she could withdraw without incurring a penalty.

They Bank actually verified the exception before the transaction, so that isn't the question.

Knowing there was a valid exception, why didn't they put that in the 1099-R.

No matter, I'll deal with it in Turbo Tax. We will be on the look out next time.