Retirement tax questions

In addition, you can download blank 5329 forms and instructions for prior years here:

 

https://apps.irs.gov/app/picklist/list/priorFormPublication.html;jsessionid=pLJQIUKKcBlEegTdjkyR0uF5...

 

 

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**