dmertz
Level 15

Retirement tax questions

Regarding Form 5330, I can only refer you to the form and its instructinos:

https://www.irs.gov/pub/irs-pdf/f5330.pdf

https://www.irs.gov/pub/irs-pdf/i5330.pdf

 

Also, I just noticed that Form 5330 is one that does not change every year, so there is no Form 5330 specific to 2018.  However, you would be filing it for the tax year beginning on January 1, 2018 and ending on December 31, 2018.