Please see How do I amend my federal tax return but please wait until your original return has been processed by the IRS before your amend your return. To receive an exception on the 10% early withdrawal penalty for total and permanent disability please follow these steps when you amend your return: Click on "Search" on the top right and type “1099-R” Click on “Jump to 1099-R” On the "Review your 1099-R info" screen click "Continue" On the "Identify the Plan" select "Qualified retirement plan" On the "These Situations May Lower Your Tax Bill" screen enter the distribution amount under "Permanent Disability"

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jasongleicher

Question

I am disabled yet I paid the penalty to withdraw my 401k. How do I amend my return?

Forum|Forum|1 year ago
February 1, 2025
1 reply
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DanaB27

Please see How do I amend my federal tax return but please wait until your original return has been processed by the IRS before your amend your return.

To receive an exception on the 10% early withdrawal penalty for total and permanent disability please follow these steps when you amend your return:

Click on "Search" on the top right and type “1099-R”
Click on “Jump to 1099-R”
On the "Review your 1099-R info" screen click "Continue"
On the "Identify the Plan" select "Qualified retirement plan"
On the "These Situations May Lower Your Tax Bill" screen enter the distribution amount under "Permanent Disability"