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April 11, 2025
Question

IF YOU TOOK MONEY FROM HUSBANDS IRA BECAUSE YOUR WIFE WAS UNABLE TO WORK DUE TO PERMANENT DISABILITY (DRAWS SS DISABILITY) IS IT STILL TAX FREE?

  • April 11, 2025
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1 reply

April 11, 2025

No, there unfortunately is not exclusion from the income tax.  He may qualify for one of the exceptions to the additional penalty if you are under retirement age.