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March 3, 2021
Question

Withdrew From 401k in 2020 after age 59 1/2 and for covid reasons.

  • March 3, 2021
  • 1 reply
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1099R says Box 7 is 7, checking the box that says we withdrew at 59 1/2 from a qualified plan and then it keeps defaulting back to saying we  withdrew prior to age 59 1/2 and is penalizing us. Paid taxes at time of withdrawal.

    1 reply

    AkinaLO
    March 9, 2021

    Please try refreshing your screen, then try clearing your browser's cache.

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