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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.
‎January 31, 2020
10:32 AM