u/Krish_1234

I am planning to call it quits this year after 29 yrs of working. Ran numbers and 72t is the way I am going.

I know brokerage will code it as early withdrawal on 1099-r and its our responsibility to file 5239 and maintain proper SEPP withdrawal to avoid 10% penalty retroactive. Those you are on SEPP and are filing taxes each year, what is your go to documentation? Did you do SEPP yourself or went thru CPA?