MissingMyForm
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Update: It's possible that TurboTax did not offer this exception because my retirement account is a Roth IRA and I have not exceeded my contributions total in t...
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The contribution vs earnings issue clears it up. I am still eligible for a penalty-free contribution withdrawal. Thank you!But quick note that the plan administ...
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Thanks for answering. I gave this a try, but it still did not provide an emergency exception option. There were several questions as you mentioned but the only ...
Activity Feed for MissingMyForm
- Posted How do I characterize a ROTH IRA distribution as an emergency personal expense distribution in TurboTax? on Retirement tax questions. February 5, 2026 3:36 AM
- Posted Re: Cannot find "Emergency Personal Expense" 1099-R exception in online tool on Get your taxes done using TurboTax. February 4, 2026 5:30 PM
- Posted Re: Cannot find "Emergency Personal Expense" 1099-R exception in online tool on Tax law changes. February 4, 2026 5:19 PM
- Cheered Re: Cannot find "Emergency Personal Expense" 1099-R exception in online tool for KrisD15. February 4, 2026 5:19 PM
- Posted Re: Cannot find "Emergency Personal Expense" 1099-R exception in online tool on Get your taxes done using TurboTax. February 4, 2026 5:02 PM
- Posted Cannot find "Emergency Personal Expense" 1099-R exception in online tool on Get your taxes done using TurboTax. February 4, 2026 4:08 PM
- Posted Cannot find "Emergency Personal Expense" 1099-R exception in online tool on Tax law changes. February 4, 2026 4:07 PM