Early distribution penalty retirement account
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New Member

Early distribution penalty retirement account

My financial institution withheld penalties for early distribution, why doesn't it show on my 1099-R?
2 Replies
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Level 15

Early distribution penalty retirement account

Was it the tax withholding for the tax 10% early distribution penalty?  That is included in the withholding in box 4.

OR just a plan early surrender fee?  That you don't report or get back or get credit for.
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Alumni

Early distribution penalty retirement account

You will need to call your financial institution and ask them why.
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