How to get the education exception for the early withdraw penalty for an IRA

dtothap · ‎June 6, 2019

IreneS · ‎June 6, 2019

In TurboTax, after you have entered the 1099-R for the IRA distribution you will eventually see a screen, Did you use your IRA to pay for any of these expenses? Enter the amount of the distribution you used for Higher education in the appropriate box.

[Edited | 3/18/2020 | 1:17 pm PDT]

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View solution in original post

IreneS · ‎June 6, 2019

In TurboTax, after you have entered the 1099-R for the IRA distribution you will eventually see a screen, Did you use your IRA to pay for any of these expenses? Enter the amount of the distribution you used for Higher education in the appropriate box.

[Edited | 3/18/2020 | 1:17 pm PDT]

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

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How to get the education exception for the early withdraw penalty for an IRA