qbteachmt
Level 15
02-21-2021
12:50 PM
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"This form eliminates the 10% penalty"
Form 5329 is for the early distribution penalty.
Form 8915-E is the "take the taxable income all this year, or spread it over three years."
There might need to be one for Taxpayer and one for Spouse.
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Don't yell at us; we're volunteers
Don't yell at us; we're volunteers