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Retirement tax questions
Nothing is needed beyond the exception 08 shown on line 2 of your Form 5329 that will be present as a result of you entering the amount in the box TurboTax provides for entering the amount spent on higher-education expenses. In the unlikely event that the IRS questions you claiming this exception, the IRS will ask for supporting documentation for the expenses.
‎January 29, 2020
8:49 AM