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.**