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New Member
posted Apr 10, 2022 4:39:39 PM

Wife retired and met all qualifications, but TT is guiding me as if it were an early withdraw. What do I do next?

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1 Replies
Expert Alumni
Apr 11, 2022 6:52:47 AM

What is the code in box 7 of her Form 1099-R? What kind of retirement account does she have (401(k), traditional IRA, Roth IRA, etc.)?