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Does anyone have experience with this or hear of someone doing this type of withdrawal exception?

"Not I," said the Little Red Hen, but you seem to have found all the necessary information except how one claims the penalty exception, which is on Form 5329 attached to the 1040 for the year of the distribution.

Just to re-emphasize, the distribution is still taxable. It's only the penalty that's waived.

Is there anything else that you're unsure about?

Rule Your Retirement Home Fool
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