Hello! I am a CPA here to assist you with your tax questions. My goal is to provide you with excellent service today.
As the funds were used for education, you would not be subject to the 10% early withdrawal penalty
My problem is the 1099-R was issued a year later.It would have been easier if it was same year.I dont even have anything to show that I used it for school in the year the 1099 was issued as school ended previous year.Hope I make sense?
Yes, you do make sense.
And you still qualify for the exception
Anything else you need assistance with today ?
If not, please rate my response as "excellent" so that I may receive credit for assisting you today
Nothing Else.Thanks for your help