Retirement tax questions


@Darren72 wrote:

Hello dmertz,
, I'd like to learn more and share it with a few of my friends and colleagues who are in similar situations, if you don't mind. Thanks.


See the draft 8915-E instructions under "Who Must File"  on page 1.

 

https://www.irs.gov/pub/irs-dft/i8915e--dft.pdf

**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.**