turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Early Withdrawal penalty on IRA? already disabled and on SSDI can I check the exception for permanently disabled?

 
Connect with an expert
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
AnnetteB6
Expert Alumni

Early Withdrawal penalty on IRA? already disabled and on SSDI can I check the exception for permanently disabled?

Yes, you can claim the exception to the IRA early distribution penalty since you are disabled.  You should see a list of possible exceptions in the follow-up screens after you have entered your Form 1099-R.  Enter the amount of your distribution in the box for the disable exception and your return will not include the 10% early distribution penalty.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies