topic Form 5329 Line 2 is not calculating correctly. I have unreimbursed medical expenses in Retirement tax questions

Form 5329 Line 2 is not calculating correctly. I have unreimbursed medical expenses

RAS3 — Tue, 03 Mar 2026 02:25:57 GMT

I have unreimbursed medical expenses in excess of 7.5% of the early distribution that I took, but line 2 is blank. How do I fix this?

Bsch4477 — Tue, 03 Mar 2026 03:37:30 GMT

As you enter your 1099-R, TurboTax Support will ask if you had special circumstances. You must indicate the exception for medical expenses to avoid the penalty.
Amount Limitation: The penalty exemption only applies to the amount of unreimbursed medical expenses that exceed 7.5% of your adjusted gross income (AGI).

RAS3 — Thu, 05 Mar 2026 17:24:12 GMT

Thank you - that worked perfectly.