#525
The following diagnostic is generating:
Solution:
..Pensions, IRA # {PrefixNum} : This distribution may need to be included on the taxpayer's Form 5329 and subjected to early retirement distribution tax if it was made prior to reaching age 59 1/2, unless an exception is met....................... Informational, will not prevent Efile
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06-09-2022
05:08 PM
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06-09-2022
05:08 PM
It's giving you the option of including an exemption number on form 5329, if an exemption exists. If not, it's just an alert for the 10% early withdrawal penalty that will be charged on the tax return.