@Andreea12 wrote:
Great, thanks. To be clear: so there is nothing to fill out during tax season unless I withdraw, rollover, or transfer to beneficiary?
Correct. Also, make sure that when your tax program asks did you make IRA contributions, you don't report the 401(a). The 401(a) is reported on your W-2, and you would only enter IRA contributions if you made separate contributions to a private IRA. (Qualified workplace plans like 401, 403, 457, etc. are not IRAs and are controlled by different laws even though they seem similar.)
