I filed form 5329 last year for disability exemption on an early withdraw. Do I need to send the doctor letter again for this year's withdraw?

[Opus 17]

The IRS instructions that I'm reading don't say to mail a doctor's letter when you file your return, if you claim the disability exemption.  You just file and claim the exemption and if the IRS wants proof, they will send you a letter asking for more information.  Do you see different instructions?

[PattiF]

Yes, according to the IRS,  you do need to "furnish proof that you can't do any substantial gainful activity because of your physical or mental condition". This is required every year.

[Opus 17]

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@PattiF wrote:

Yes, according to the IRS,  you do need to "furnish proof that you can't do any substantial gainful activity because of your physical or mental condition". This is required every year.

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How is that provided when e-filing?  Or does it force a mailed return?

And, if a letter is required again, I would then suspect it must be "fresh" -- dated within the past 12 months.  You may need to get an updated letter from your doctor as the old letter may be considered out of date.