401k plan administrator told taxpayer distribution from 401k for education exempt from penalty

[bethbrake]

Any recourse for the taxpayer  - money was used to pay for qualified education expenses

[sjrcpa · Accepted solution]

Did the client get it in writing from the plan administrator? The recourse is there.

[itonewbie]

That's not correct.  §72(t)(2)(E) is very specific that the provision applies only to individual retirement plans.