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posted Apr 11, 2025 9:56:33 AM

IF YOU TOOK MONEY FROM HUSBANDS IRA BECAUSE YOUR WIFE WAS UNABLE TO WORK DUE TO PERMANENT DISABILITY (DRAWS SS DISABILITY) IS IT STILL TAX FREE?

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1 Replies
Expert Alumni
Apr 11, 2025 10:07:03 AM

No, there unfortunately is not exclusion from the income tax.  He may qualify for one of the exceptions to the additional penalty if you are under retirement age.