Not eligible for exclusion for those over 59 1/2? I'm not familiar with 1099-R's and my father made a total withdrawal of his 401k at 61. I'm not sure if I check this box

[CathiM · Accepted solution]

Your father is eligible for the exclusion for those over 59 1/2. The distribution will NOT be subject to the 10% additional early distribution tax after participant/IRA owner reaches age 59½. Generally, the distribution will be taxable but he will not be penalized.

[wayneburnham]

so I DO check the box?

[nrivette8674]

same, do you check the box that that says (Not eligible for exclusion for those over age 59 1/2) even though you should not get penalized?