DianeW777
Expert Alumni

Retirement tax questions

Yes, two lines would be accurate since each of you received a separate withholding amount on each Form 8288-A.

 

Yes, continue to follow the TurboTax instructions and choose to mail it and attach a copy of each Form 8288-A, one for each social security number (SSN).

 

Forms and schedules are filed with the IRS along with your withholding forms.  TurboTax will have you print your 'federal return' for mailing which will include all necessary forms and/or schedules.  Attach your federal withholding forms and then mail your return.  You should select a method that confirms the IRS received it.

 

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