jeffferysr
Level 1

A tax client took his 401K retirement funds as a lump sum because he lost his job due to the pandemic. His 1099-R shows the income tax taken out,but it includes the 10% penalty.  While preparing his return the 10% penalty was deducted from his refund.  How or what do I do to get that  penalty taken off.  What form do I need to use or how do I go about doing this? 

0 Cheers