Deficiency For Early 401(k) Distribution; 10% Additional Tax; “Unable To Engage In Substantial Gainful Activity” Exclusion | TaxConnections Deficiency For Early 401(k) Distribution; 10% Additional Tax; “Unable To Engage In Substantial Gainful Activity" Exclusion
Tax Court in Brief | Lucas v. Comm’r Deficiency for Early 401(k) Distribution; 10% Additional Tax; Exclusion for “Unable to Engage in Any Substantial Gainful Activity Lucas v. Comm’r, T.C. Memo. 2023-9| January 17, 2023 | Urda, J. | Dkt. No. 2808-20 Summary: In 2017, Robert Lucas worked as a software developer, but he lost his Deficiency For Early 401(k) Distribution; 10% Additional Tax; “Unable To Engage In Substantial Gainful Activity" Exclusion
