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Returning Member
posted Feb 7, 2023 8:04:03 AM

Sec 2 question 5 on the lump sum..I can't get the yes or no unchecked..I quit my job and got my 401k which was 900.00..so what do I do?

It's for the tax credit..I'm 58 my husband 67

0 2 188
2 Replies
Expert Alumni
Feb 7, 2023 3:23:41 PM

Since it was your 401k and you are 58, you may have a penalty for withdrawing the money.

I suggest you delete that 1099-R and try entering it again.

See if you qualify for an exception here.

Returning Member
Feb 27, 2023 12:53:48 PM

I understand what you are saying...but I just wanted edit because accedeny checked wrong box..so to put someone in phone to move a cursor to show me how to edit. The same way I did a 1000 times and it would not work..so for some to move that cursor they charged me like 180$

.,I agreed to 79 and they charged me 260