JohnB5677
Expert Alumni

Retirement tax questions

A "2" represents an Early  Withdrawal.  Are you 59 1/2?  It also indicates that an exception does apply.  This is taxable income, but the question is, did you fall victim to the 10% penalty.

 

You can find this on schedule 2 line 6.  If line 6 is blanki, you're good to go.  If there is an amount on line 6, please go back through the questions to confirm your answers.

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