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 Mar 6, 2022 5:54:33 PM

401k distribution 55+

Hello, I took a 401k+ distribution at 55+, however, TurboTax is applying the 10% penalty even though I am separated from that employer.  Why would this be happening and how can I fix?

0 2 831
2 Replies
Level 15
Mar 6, 2022 6:52:52 PM
Level 15
Mar 7, 2022 2:19:23 PM

Note that you only qualify for this exception if the distribution was from the 401(k) of an employer from which you separated from service in or after the year you reached age 55.  If you left this employer before the year you reached age 55, you do not qualify for this exception.