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
01235
1 Replies
MinhT
Expert Alumni
Jun 4, 2019 2:46:47 PM
Sorry for your loss.
Unfortunately, the exception to the early withdrawal penalty for death only applies for the death of the retirement account owner.