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New Member
posted Jun 4, 2019 12:13:30 PM

I withdrew money from my 40lK because I am now on disability, and needed the funds for living expenses. can I claim that money withdrawn as a deduction?

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1 Best answer
Level 7
Jun 4, 2019 12:13:32 PM

To qualify for the hardship exemption (no 10% penalty) for a 401 (k) distribution, you must meet the IRS definition total and permanent disability:

A person is permanently and totally disabled if both of the following apply. He or she can't engage in any substantial gainful activity because of a physical or mental condition. A physician determines that the disability has lasted or can be expected to last continuously for at least a year or can lead to death.

If you do qualify based on the above, although you would avoid the 10% penalty, your income would be taxed at your ordinary income rate. The income is not a deduction.

However you may be able to deduct your medical expenses due to your disability.

See What are the exceptions to the penalty for an early withdrawal from my 401(k)?

https://ttlc.intuit.com/questions/3701254-what-are-the-exceptions-to-the-penalty-for-an-early-withdr...


1 Replies
Level 7
Jun 4, 2019 12:13:32 PM

To qualify for the hardship exemption (no 10% penalty) for a 401 (k) distribution, you must meet the IRS definition total and permanent disability:

A person is permanently and totally disabled if both of the following apply. He or she can't engage in any substantial gainful activity because of a physical or mental condition. A physician determines that the disability has lasted or can be expected to last continuously for at least a year or can lead to death.

If you do qualify based on the above, although you would avoid the 10% penalty, your income would be taxed at your ordinary income rate. The income is not a deduction.

However you may be able to deduct your medical expenses due to your disability.

See What are the exceptions to the penalty for an early withdrawal from my 401(k)?

https://ttlc.intuit.com/questions/3701254-what-are-the-exceptions-to-the-penalty-for-an-early-withdr...