Thanks but the company refuses to reissue separate 1099Rs.I think maybe we need form 5329 and enter half the amount as other - not subject to additional tax. Do...
Thanks, but the 1099r is for the full amount and in my wife's name/ssn. How do we enter it in turbotax so that only 50% is charged the 10% penalty? The entire a...
I think you misread the question - wife is younger than 59.5 and husband is over 59.5 but the 1099r came in wife's name/ssn - so it is saying we have to pay the...
