Retirement tax questions

Also remember you need each year's different version of form 5329, with the correct year in the top corner.  2018 for 2018, 2019 for 2019, and so on.  Remember to sign each form, keep a copy, and mail them in separate envelopes, not all at once.  You may want to use a mailing service with tracking.

 

You can search and download prior year forms here.

https://www.irs.gov/forms-pubs/prior-year