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Level 2
posted Feb 23, 2024 3:23:28 PM

IRS Notice 87-13

dmertz,

 

Can you provide a link to IRS Notice 87-13? 

 

My plan states:  ". . . .  during or after the year you reach age 55, the 10% penalty tax does not apply to any distribution you take that year or later".

 

Hopefully, when I do separate, they will issue my 1099-R with the appropriate distribution code (Code 2: Early distribution, exception applies).  If not, it would be beneficial for me to have access to IRS Notice 87-13 ( I haven't been able to find it).

 

Thank you again for your participation in this discussion.   Much appreciated.

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1 Replies
Level 2
Feb 23, 2024 3:28:21 PM

Posted to wrong thread.  Sorry all.  Disregard.