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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.
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.
‎June 6, 2019
12:56 PM