Sign Up

Why sign in to the Community?

  • Submit a question
  • Check your notifications
or and start working on your taxes
cancel
Showing results for 
Search instead for 
Did you mean: 
slater23
New Member

Can I claim I claim an exemption of death on 5329 for early retirement withdrawals if the person who died was not a spouse or a child, but was my mother who lived with me

 
1 Reply
MinhT
Expert Alumni

Can I claim I claim an exemption of death on 5329 for early retirement withdrawals if the person who died was not a spouse or a child, but was my mother who lived with me

Sorry for your loss.

Unfortunately, the exception to the early withdrawal penalty for death only applies for the death of the retirement account owner.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
Dynamic AdsDynamic Ads
Privacy Settings
v