DaveF1006
Expert Alumni

Retirement tax questions

No, it isn't necessary for an amount to be recorded in Box 5A of the tax return as long as the taxable amount is correct.  

 

If you are unable to efile and file by mail, all Forms and Schedules need to be filed with your tax return but you keep the worksheets with your copy of your tax return.

 

@bcu3

 

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