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Level 2

Question

Early distribution Roth disability

Forum|Forum|7 years ago
June 1, 2019
1 reply
7 views

Does BECOMING disabled have to cause the early withdrawl from a RothIRA to qualify for an exception to the 10% penalty or if I'm already disabled and I make an early withdrawl can I still claim the exemption?

TurboTax Deluxe Online

Level 15

You can claim the exception to the 10% early withdrawal in your Roth IRA if you are totally and permanently disabled. The tax code does not specifically require that you have to become disabled in the year of the withdrawal.

Please see this IRS document for more information:

https://www.irs.gov/taxtopics/tc557

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