I took an early withdrawal from my roth ira. Funds were used solely for covering non-medical living expenses (e.g. rent and food). How do I properly report this?
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I took an early withdrawal from my roth ira. Funds were used solely for covering non-medical living expenses (e.g. rent and food). How do I properly report this?
I reviewed the other major qualifiers (e.g. loan, first time home buyers, etc.) and none of those apply. The only category that looks appropriate is "Emergency personal expense"
I took an early withdrawal from my roth ira. Funds were used solely for covering non-medical living expenses (e.g. rent and food). How do I properly report this?
In the instructions for Form 5329, there is no exception code assigned to "Emergency personal expense"
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