Question 28 of 30. Which of the following taxpayers should use Form 5329 to report an exception to the early distribution penalty in 20207 AN taxpayers are under age 59%, and in all cases, the taxpayer received a Form 1099-R with code 1 in box7 Trina received a distribution from her 401(k) which she used to purchase her first home. Ronnie received a retirement plan distribution due to an accident that left him totally and permanently disabled. Steven received a retirement plan distribution for unreimbursed medical experses during the year that exceeded 5% of his adjusted gross income (AGI) for the year. Rosa, who worked as a lab technician, turned age 50 during the tax year and received a retirement plan distribution atter separating from service. Mark for follow up Next >> Summary Save / Return Later Back