jimr62
New Member

Retirement tax questions

If you are totally disabled and UNDER 59 and do an early withdraw as I've done ,you do not pay the 10 percent early withdraw penalty. This needs to be part of the information for those in my shoes. Sometimes unforeseen issues arise and this should be shared.  Of course you still have to file form 1040 to report it in addition to the 5329 form I assume.