topic How to get back extra early 10% withdrawal from IRA due to permanent disability in Retirement tax questions https://ttlc.intuit.com/community/retirement/discussion/how-to-get-back-extra-early-10-withdrawal-from-ira-due-to-permanent-disability/01/289833#M24832 I paid Federal and State taxes con a compete distribution of my IRA due to permanent disability. How do I get the extra 10 % penalty back or where do I put this on my taxes in turbo tax?<BR />Thank you,<BR />Ron S. Mon, 03 Jun 2019 17:45:30 GMT icubedeagle 2019-06-03T17:45:30Z How to get back extra early 10% withdrawal from IRA due to permanent disability https://ttlc.intuit.com/community/retirement/discussion/how-to-get-back-extra-early-10-withdrawal-from-ira-due-to-permanent-disability/01/289833#M24832 I paid Federal and State taxes con a compete distribution of my IRA due to permanent disability. How do I get the extra 10 % penalty back or where do I put this on my taxes in turbo tax?<BR />Thank you,<BR />Ron S. Mon, 03 Jun 2019 17:45:30 GMT https://ttlc.intuit.com/community/retirement/discussion/how-to-get-back-extra-early-10-withdrawal-from-ira-due-to-permanent-disability/01/289833#M24832 icubedeagle 2019-06-03T17:45:30Z Enter a 1099-R here: Federal Taxes, Wages & Income I’ll... https://ttlc.intuit.com/community/retirement/discussion/enter-a-1099-r-here-federal-taxes-wages-income-i-ll/01/289844#M24833 <P>Enter a 1099-R here:<BR /><BR />Federal Taxes,<BR />Wages &amp; Income<BR />I’ll choose what I work on (if that screen comes up),<BR />Retirement Plans &amp; Social Security,<BR />IRA, 401(k), Pension Plan Withdrawals (1099-R).<BR /><BR />OR &nbsp;Use the "Tools" menu (if online version under My Account) and then "Search Topics" for "1099-R" which will take you to the same place.<BR /><BR />Be sure to choose which spouse the 1099-R is for if this is a joint tax return.<BR />Be sure to pick the correct 1099-R type: Standard 1099-R, CSA-1099-R, CSF-1099-R, RRB-1099-R.<BR /><BR />[NOTE: When you get to the "Your 1099-R Entries" screen where you can add another 1099-R, use "continue" to keep going as there are additional interview questions after that screen in most cases. You can always return as shown above.]</P><P>There will be a screen that says "Lets see if we can reduce your penalty? "&nbsp; Permanent disability is on the list if you qualify.</P><P><B>"Disabled.</B><A href="https://www.irs.gov/publications/p590b/ch01.html" rel="nofollow" target="_blank"></A><A href="https://www.irs.gov/publications/p590b/ch01.html" rel="nofollow" target="_blank"></A> &nbsp;&nbsp;If you become disabled before you reach age 59½, any distributions from your traditional IRA because of your disability are not subject to the 10% additional tax. </P> &nbsp;&nbsp;You are considered disabled if you can furnish proof that you cannot do any substantial gainful activity because of your physical or mental condition. A physician must determine that your condition can be expected to result in death or to be of long, continued, and indefinite duration." <P> <BR /> </P><BR /> Mon, 03 Jun 2019 17:45:31 GMT https://ttlc.intuit.com/community/retirement/discussion/enter-a-1099-r-here-federal-taxes-wages-income-i-ll/01/289844#M24833 macuser_22 2019-06-03T17:45:31Z What amount would you enter, 10% of the amount withdrawn? https://ttlc.intuit.com/community/retirement/discussion/what-amount-would-you-enter-10-of-the-amount-withdrawn/01/289855#M24834 What amount would you enter, 10% of the amount withdrawn? Mon, 03 Jun 2019 17:45:33 GMT https://ttlc.intuit.com/community/retirement/discussion/what-amount-would-you-enter-10-of-the-amount-withdrawn/01/289855#M24834 rykerjack 2019-06-03T17:45:33Z You enter the amount of the distribution. https://ttlc.intuit.com/community/retirement/discussion/you-enter-the-amount-of-the-distribution/01/289870#M24836 You enter the amount of the distribution. Mon, 03 Jun 2019 17:45:34 GMT https://ttlc.intuit.com/community/retirement/discussion/you-enter-the-amount-of-the-distribution/01/289870#M24836 macuser_22 2019-06-03T17:45:34Z Re: Enter a 1099-R here: Federal Taxes, Wages & Income I’ll... https://ttlc.intuit.com/community/retirement/discussion/re-enter-a-1099-r-here-federal-taxes-wages-income-i-ll/01/964329#M78541 <P>I understand your post but how do you actually provide information from a doctor? Do you have to have your doctor right a letter and then attach it to your tax return? Is there a format for the letter? I assume the doctor is going to ask how they need to write the letter.</P> Thu, 12 Dec 2019 01:10:22 GMT https://ttlc.intuit.com/community/retirement/discussion/re-enter-a-1099-r-here-federal-taxes-wages-income-i-ll/01/964329#M78541 Bbinder2002 2019-12-12T01:10:22Z Re: Enter a 1099-R here: Federal Taxes, Wages & Income I’ll... https://ttlc.intuit.com/community/retirement/discussion/re-enter-a-1099-r-here-federal-taxes-wages-income-i-ll/01/964353#M78542 <BLOCKQUOTE><HR /><LI-USER uid="657999"></LI-USER>&nbsp;wrote:<BR /> <P>I understand your post but how do you actually provide information from a doctor? Do you have to have your doctor right a letter and then attach it to your tax return? Is there a format for the letter? I assume the doctor is going to ask how they need to write the letter.</P> <HR /></BLOCKQUOTE> <P>See IRS Pub 524, page 8 for a sample physicians statement that you should have for your records but only submit to the IRS if they ask for it.</P> <P>&nbsp;</P> <P><A href="https://www.irs.gov/pub/irs-pdf/p524.pdfhttps://www.irs.gov/pub/irs-pdf/p524.pdf" target="_blank">https://www.irs.gov/pub/irs-pdf/p524.pdfhttps://www.irs.gov/pub/irs-pdf/p524.pdf</A></P> Thu, 12 Dec 2019 01:53:19 GMT https://ttlc.intuit.com/community/retirement/discussion/re-enter-a-1099-r-here-federal-taxes-wages-income-i-ll/01/964353#M78542 macuser_22 2019-12-12T01:53:19Z
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topic How to get back extra early 10% withdrawal from IRA due to permanent disability in Retirement tax questions
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I paid Federal and State taxes con a compete distribution of my IRA due to permanent disability. How do I get the extra 10 % penalty back or where do I put this on my taxes in turbo tax?<BR />Thank you,<BR />Ron S.
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How to get back extra early 10% withdrawal from IRA due to permanent disability
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I paid Federal and State taxes con a compete distribution of my IRA due to permanent disability. How do I get the extra 10 % penalty back or where do I put this on my taxes in turbo tax?<BR />Thank you,<BR />Ron S.
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Enter a 1099-R here: Federal Taxes, Wages & Income I’ll...
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<P>Enter a 1099-R here:<BR /><BR />Federal Taxes,<BR />Wages &amp; Income<BR />I’ll choose what I work on (if that screen comes up),<BR />Retirement Plans &amp; Social Security,<BR />IRA, 401(k), Pension Plan Withdrawals (1099-R).<BR /><BR />OR &nbsp;Use the "Tools" menu (if online version under My Account) and then "Search Topics" for "1099-R" which will take you to the same place.<BR /><BR />Be sure to choose which spouse the 1099-R is for if this is a joint tax return.<BR />Be sure to pick the correct 1099-R type: Standard 1099-R, CSA-1099-R, CSF-1099-R, RRB-1099-R.<BR /><BR />[NOTE: When you get to the "Your 1099-R Entries" screen where you can add another 1099-R, use "continue" to keep going as there are additional interview questions after that screen in most cases. You can always return as shown above.]</P><P>There will be a screen that says "Lets see if we can reduce your penalty? "&nbsp; Permanent disability is on the list if you qualify.</P><P><B>"Disabled.</B><A href="https://www.irs.gov/publications/p590b/ch01.html" rel="nofollow" target="_blank"></A><A href="https://www.irs.gov/publications/p590b/ch01.html" rel="nofollow" target="_blank"></A> &nbsp;&nbsp;If you become disabled before you reach age 59½, any distributions from your traditional IRA because of your disability are not subject to the 10% additional tax. </P> &nbsp;&nbsp;You are considered disabled if you can furnish proof that you cannot do any substantial gainful activity because of your physical or mental condition. A physician must determine that your condition can be expected to result in death or to be of long, continued, and indefinite duration." <P> <BR /> </P><BR />
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What amount would you enter, 10% of the amount withdrawn?
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What amount would you enter, 10% of the amount withdrawn?
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<pubDate>Mon, 03 Jun 2019 17:45:33 GMT</pubDate>
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<title>You enter the amount of the distribution.</title>
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https://ttlc.intuit.com/community/retirement/discussion/you-enter-the-amount-of-the-distribution/01/289870#M24836
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Re: Enter a 1099-R here: Federal Taxes, Wages & Income I’ll...
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<P>I understand your post but how do you actually provide information from a doctor? Do you have to have your doctor right a letter and then attach it to your tax return? Is there a format for the letter? I assume the doctor is going to ask how they need to write the letter.</P>
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Re: Enter a 1099-R here: Federal Taxes, Wages & Income I’ll...
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<BLOCKQUOTE><HR /><LI-USER uid="657999"></LI-USER>&nbsp;wrote:<BR /> <P>I understand your post but how do you actually provide information from a doctor? Do you have to have your doctor right a letter and then attach it to your tax return? Is there a format for the letter? I assume the doctor is going to ask how they need to write the letter.</P> <HR /></BLOCKQUOTE> <P>See IRS Pub 524, page 8 for a sample physicians statement that you should have for your records but only submit to the IRS if they ask for it.</P> <P>&nbsp;</P> <P><A href="https://www.irs.gov/pub/irs-pdf/p524.pdfhttps://www.irs.gov/pub/irs-pdf/p524.pdf" target="_blank">https://www.irs.gov/pub/irs-pdf/p524.pdfhttps://www.irs.gov/pub/irs-pdf/p524.pdf</A></P>
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