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Retirement tax questions
@tdo061803 wrote:
These are all useful information. Thank you @macuser_22 @Opus 17
1. On Form 5329, should I use my current address or address at the time of filing?
2. Form 5329 instruction ask to include a check when mailing in the form. I don't have checks. I can pay online at IRS.gov. Should I pay online and include a copy of payment confirmation in each year?
3. How can I separate each year's Form 5329 when I mail them so IRS process all the years and don't get confused with all the paper?
#1) The address where the IRS can currently reach you with mail.
#2) That should be fine. Attach the receipt.
#3) If that worries you the mail in separate envelops, but should not be a concern.
**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.**
‎July 2, 2020
12:11 PM