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patty1
Level 1
Jun 4, 2019 12:30 AM UTC
Solved

1099R exemption reason

I filled out my 1099R and the taxes paid, however there is no place I can see to put a reason (eduction) for the withdrawal.  I swear last year that I was able to.
Texas RogerAnswer
Level 15
Jun 4, 2019 12:30 AM UTC

This comes a little later in the interview. Keep going through the screens and you will come to it. The withdrawal must be from an IRA to get an exclusion from the early withdrawal penalty.

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1 reply

Level 15
Texas RogerLevel 15Answer
Level 15
Jun 4, 2019 12:30 AM UTC

This comes a little later in the interview. Keep going through the screens and you will come to it. The withdrawal must be from an IRA to get an exclusion from the early withdrawal penalty.

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