google 一下呀。 form 5329.

回答: 緊急求助:RothIRA本金提取要求繳稅dfwoneth_wxc2025-02-12 15:15:53

https://www.irs.gov/retirement-plans/plan-participant-employee/retirement-topics-exceptions-to-tax-on-early-distributions#:~:text=Use%20Form%205329%20to%20report,to%20indicate%20the%20correct%20exception.

Use Form 5329 to report distributions subject to the 10% additional tax on early distributions from a qualified retirement plan, including traditional IRAs. If you received a distribution that meets an exception, but box 7 on Form 1099-R doesn’t show an exception, use Form 5329 to indicate the correct exception.

 

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多謝多謝!問了chatgpt,居然沒有給出5329這個答案 -dfwoneth_wxc- 給 dfwoneth_wxc 發送悄悄話 (0 bytes) () 02/12/2025 postreply 15:45:38

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