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Author: Wradical Big gold star, 5000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 120805  
Subject: Re: 401k withdrawal Date: 9/2/2011 9:30 PM
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Back to the OP's question. I would respond to the notice with a letter and a Form 5329, showing on lines 1-2 the amount of early distribution, and the amount that qualified as deductible medical expenses. Enter Code 5 on the current year form; I think it was the same in 2009.

(The amount is limited to the amount deductible; you don't have to itemize but if you did, maybe attach a copy of Schedule A.)

Since you're sending it separately you should sign the 5329.

Bill
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