Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Jun 3, 2019 5:30:30 PM

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.

0 1 1104
1 Best answer
Level 15
Jun 3, 2019 5:30:32 PM

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.

1 Replies
Level 15
Jun 3, 2019 5:30:32 PM

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.