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New Member
posted Jan 25, 2025 10:01:20 AM

I am adding a 1099-R and TurboTax asks "Where is your distribution from?" It's a one-time Traditional 401k withdrawal I made for a hardship in 2024. What do I select?

I am under 50 years old.
I continue to work and contribute to my 401k.
I am not military or disabled.


Here are the options:

Military pension or survivor's benefits
Disability benefits (under age 65 only)
Three-year rule pension or 401(k) benefits
General rule pension or 401(k) benefits
None of the above

 

Since I have not started my retirement and am not planning on continuing to withdraw from my 401k, do I select, "None of the above?"

 

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1 Replies
Level 15
Jan 25, 2025 10:05:48 AM

Select None of the Above.  Further on you will be asked about exceptions to the early distribution.