DawnC
Expert Alumni

Get your taxes done using TurboTax

The rules linked above are for any distribution of $10 or more from profit-sharing or retirement plans, any individual retirement arrangements (IRAs), annuities, pensions, insurance contracts, survivor income benefit plans, permanent and total disability payments under life insurance contracts, charitable gift annuities, etc.  The plan does not have to be from a US entity.  

 

If you know the amounts, you can include them.   Whether you do or you don't, be sure to keep detailed records.  

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