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    ROTH DISTRIBUTION AND EDUCATION EXPENSES

    tammie
    Level 3
    ‎12-07-2019 06:00 AM

    An early Roth Distribution for education expenses should not be penalized, but on the Form 1099R worksheet in Proseries where it this indicated that it was for education epenses?

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    1 Solution

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    IRonMaN
    Level 15
    ‎12-07-2019 06:00 AM

    Go to form 5329


    Slava Ukraini!

    View solution in original post

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    3 Comments 3
    IRonMaN
    Level 15
    ‎12-07-2019 06:00 AM

    Go to form 5329


    Slava Ukraini!
    0 Cheers
    tammie
    Level 3
    ‎12-07-2019 06:00 AM
    Thank you very much Ironman--you have bailed me out again.
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    IRonMaN
    Level 15
    ‎12-07-2019 06:00 AM
    You betcha!

    Slava Ukraini!
    0 Cheers
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