P MCCARTHY Posted July 30, 2015 Report Posted July 30, 2015 My client received several pension distributions on the death of her husband and one 1099-R has the distribution code of "L", since this is a distribution due to the death of the husband will it be subject to the 10% penalty? Her age is 50. Quote
Elrod Posted July 30, 2015 Report Posted July 30, 2015 Not if she is filing joint, as surviving spouse. Quote
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