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February 1, 2025
Question

I have a section 72(t)(2)(H) exception to the 10% tax on IRA distributions. This is not available to claim.

  • February 1, 2025
  • 1 reply
  • 0 views
How do I claim this exception in TurboTax?

    1 reply

    AmyC
    Employee
    February 8, 2025

    Forms show the 5329 available and the worksheet shows your code for exemption on line S. The form could have autogenerated and be in your return. Do you see it there?  To see your forms:

    Reference: IRS 5329

     

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