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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
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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.
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