Comments on: What tax form do I use to file my taxes if I had a pay out from a pension plan? http://www.talkaboutretirement.net/personal-finance/what-tax-form-do-i-use-to-file-my-taxes-if-i-had-a-pay-out-from-a-pension-plan/ Issues concerns retirement and retired living Mon, 21 May 2012 11:48:58 +0000 http://wordpress.org/?v=2.6.3 By: Judy http://www.talkaboutretirement.net/personal-finance/what-tax-form-do-i-use-to-file-my-taxes-if-i-had-a-pay-out-from-a-pension-plan/#comment-1115 Judy Wed, 24 Mar 2010 20:28:27 +0000 http://www.talkaboutretirement.net/personal-finance/what-tax-form-do-i-use-to-file-my-taxes-if-i-had-a-pay-out-from-a-pension-plan/#comment-1115 <a href="http://kansieo.com">Create a video blog...instantly.</a> You can't use 1040EZ for that, you'll need 1040A (line 12ab) or 1040 (line 16 ab). You should have gotten a form 1099-R for the amount paid out. If you didn't roll it over into an IRA you probably owe a 10% penalty for early withdrawal unless you're age 59-1/2 or over Create a video blog…instantly.

You can’t use 1040EZ for that, you’ll need 1040A (line 12ab) or 1040 (line 16 ab). You should have gotten a form 1099-R for the amount paid out. If you didn’t roll it over into an IRA you probably owe a 10% penalty for early withdrawal unless you’re age 59-1/2 or over

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