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Retirement tax questions
Thank you for this. I've been following your instructions but I'm stuck at the "Distribution code" (Box 7). Since this is a foreign profit sharing plan, I am not sure any of the categories listed there are applicable.
Do you have any suggestions as to which one to pick? The only one that seems applicable is "Early distribution - no known exceptions" but I was forced to get an automatic full distribution by my foreign employer in order to comply with FATCA regulations.
‎February 28, 2021
12:53 PM