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

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

cchudoba
New Member

I can't find where to indicate early IRA withdrawal due to permanent disability

 
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 Best answer

Accepted Solutions
KatrinaB
Intuit Alumni

I can't find where to indicate early IRA withdrawal due to permanent disability

Once you've entered your form 1099R, TurboTax will ask you questions about what you did with the money and let you know if you qualify for the permanent disability exception.

Please follow the directions below to enter your form 1099R and claim an exception to the 10% early withdrawal penalty.

  • Click Search on top right-side of the screen.
  • Type in 1099R Retirement Income.
  • Click the Jump to 1099R link.
  • Click add or edit your 1099R
  • Input Form 1099R, click Continue.
  • On the next screen titled "About the Money You Took Out of This Account", click continue.

TurboTax will ask questions about your disability exception.

View solution in original post

2 Replies
KatrinaB
Intuit Alumni

I can't find where to indicate early IRA withdrawal due to permanent disability

Once you've entered your form 1099R, TurboTax will ask you questions about what you did with the money and let you know if you qualify for the permanent disability exception.

Please follow the directions below to enter your form 1099R and claim an exception to the 10% early withdrawal penalty.

  • Click Search on top right-side of the screen.
  • Type in 1099R Retirement Income.
  • Click the Jump to 1099R link.
  • Click add or edit your 1099R
  • Input Form 1099R, click Continue.
  • On the next screen titled "About the Money You Took Out of This Account", click continue.

TurboTax will ask questions about your disability exception.

cubs9999
New Member

I can't find where to indicate early IRA withdrawal due to permanent disability

I'm sorry but this does not work.  Once you are done entering it takes you to the main 1099 screen , no where does it let you enter whether you are permanently disabled or not
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies