@JT-1002 wrote:
Did you use your IRA to pay for any of these expenses?
Permanent disability: I entered my total amount of IRA distributions
Hope this helps.
If totally and permanently disabled then that overrides the previous contributions answer so what you enter as prior years contributions is immaterial . The disability will put the amount of distribution that you enter in the 5329 form line 2 with code "03" (disability) next to it to make it not subject to the penalty.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
