These Situations May Lower Your Tax Bill

[fotocom]

I figure the answer is no, but I want to ask anyways. I withdrew from my retirement plan to support myself after an employer let me go for taking time off to deal with my mother's death. Would I put the amount of money I pulled out in the "Death" field on the "These Situations May Lower Your Tax Bill" page? To be honest I'm not sure exactly what this field is asking for.

[CherylW · Accepted solution]

I'm sorry for your loss.

That field is just for the death of the plan holder.

Depending on the type of retirement plan you had, there are a few exceptions.

Exceptions to Penalty on Early Withdrawal