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Level 2
February 23, 2024
Question

IRS Notice 87-13

  • February 23, 2024
  • 1 reply
  • 0 views

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.

    1 reply

    marcttAuthor
    Level 2
    February 23, 2024

    Posted to wrong thread.  Sorry all.  Disregard.