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jmiller2630
New Member

Does caring for a permanently disabled adult dependent qualify as an exception from the early distribution tax?

My wife (age 53) took a leave of absence from her job and took a total distribution from her retirement account to care for our dependent, recently totally disabled son.  Would this qualify as an exception to the early distribution tax penalty?

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Accepted Solutions
Texas Roger
Level 15

Does caring for a permanently disabled adult dependent qualify as an exception from the early distribution tax?

Unfortunately no it would not qualify for an exception to the early distribution penalty.

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1 Reply
Texas Roger
Level 15

Does caring for a permanently disabled adult dependent qualify as an exception from the early distribution tax?

Unfortunately no it would not qualify for an exception to the early distribution penalty.

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