After you file

@Samuel R 

 

Sorry.... Confused about what you are saying now.

 

1) What are the exact values in boxes 1, 2a and 5 in both forms, as well as the box 7 code(s) for each?

 

ANNND beyond that

2) What did you do with the distribution? 

....2a) Keep it, either in your bank or a personal non-Retirment account?

.........2b) Or roll over to some kind of IRA or other Retirment account?  (A Roth IRA perhaps?)

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____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*