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New Member
posted Feb 6, 2025 3:03:44 PM

Do I need to put what I took out of my retirement for groceries, under other? When it asks if 'Theses Situations May lower your Tax Bill.'

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1 Replies
Expert Alumni
Feb 6, 2025 3:58:34 PM

You would only need to enter an amount as "other" if it qualifies as an exception to the early withdrawal penalty that's not already listed on the screen. In this case, you can leave this screen blank and choose Continue.

 

For more information, please review the Exceptions to tax on early distributions article at the IRS.