ColeenD3
Expert Alumni

Retirement tax questions

If your husband received a distribution after age 59 1/2 and the plan administrator is withholding that amount without being instructed to, then he needs to be made aware of his mistake. There should be a Code 7 in Box 7, indicating Normal Distribution. If there is, then you are getting the money back in the form of a refund.

 

If you are being penalized within the program, go back over your answers in Personal Info and make sure the dates of birth are correct.