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1099r retirement distributions received before 59 1/2. Disabled for 12 months. Is this taxable and where is it entered?

Withdrawal mad while disabled

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1099r retirement distributions received before 59 1/2. Disabled for 12 months. Is this taxable and where is it entered?

It is taxable but the 10% early distribution penalty might not apply if you are disabled.

You are considered disabled if you can furnish proof that you cannot do any substantial gainful activity because of your physical or mental condition. A physician must determine that your condition can be expected to result in death or to be of long, continued, and indefinite duration.


**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.**

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1099r retirement distributions received before 59 1/2. Disabled for 12 months. Is this taxable and where is it entered?

It is taxable but the 10% early distribution penalty might not apply if you are disabled.

You are considered disabled if you can furnish proof that you cannot do any substantial gainful activity because of your physical or mental condition. A physician must determine that your condition can be expected to result in death or to be of long, continued, and indefinite duration.


**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.**
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