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Assuming that line 21 is zero or less, you owe no penalty.

That's good!

You got hung up on the page 2 discussion of qualified distributions. Your distribution was not a qualified distribution, but not all "unqualified" distributions result in a penalty.

I did read the whole thing. I thought the later discussion only applied to qualified distributions however, i.e. the stuff on page two "overrode" the later stuff.

I'm sure Roy (TMF Taxes) accepts your apology.

I hope so. I didn't mean it to be personal in any case. I'm very frustrated because TurboTax for the web will not allow me to enter the 1099-R without revising my tax up more than $100.

I have a question that might solve things. On my 1099-R, the IRA/SEP/SIMPLE box is not checked, but I noticed that other people who have taken similar early Roth withdrawals do have that box checked on theirs. Should that box be checked for this type of distribution?
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