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Cash out of pension prior to vesting
I worked for the state of California which has a pension that only vests after three years. If you left prior to vesting, you could cash out your contributions to the pension. I received a 1099-R. Is there an exception that I can use to avoid the extra hit as an early distribution (which no one told me it was).
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March 11, 2020
7:29 PM
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Retirement tax questions
Click this link for info on Early Withdrawal Penalty Exceptions.
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March 11, 2020
7:44 PM