Adamax
Returning Member

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.