What is the IRS tax form number for early Roth IRA withdrawal penalty

jwyrick001 Newcomer

December 2023 edited October 2024 in Filing my taxes

What is the IRS tax form number and how do I obtain a copy. The withdrawal was made prior to the 5 year time limit.

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Answers

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  toyotadriver

  December 2023

  https://www.irs.gov/retirement-plans/retirement-plans-faqs-regarding-iras-distributions-withdrawals#:~:text=If%20I%20withdraw%20money%20from,amount%20of%20the%20IRA%20withdrawal.

  I found this link that might be helpful, in the third paragraph it mentions form 5329 to report withdrawals. Good luck! - A fellow FreeTaxUSAer

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