Retirement tax questions

@dmertz 

Thank you very, very much for your detailed instructions, which is wonderful!

I only filled out Part IV on form 5329 for 2017 and 2018 as samples for you review. 

If they are correct, I will finish forms 5329 for 2019 and 2020.

Thanks a lot!

 

For year 2017

 

F5329-2017.jpg

For year 2018

 

F5329-2018.jpg