- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
@vmorishetty , Because you are recognizing and paying taxes on the distribution, it is probably not essential to file a 3520 ( original purpose being to collect info on offshore & possible hidden assets ). But I see no harm in filing the form anyways. What I don't know is if the filing of 3520 would stop e-filing of the return ( a lot of these un-common forms seems to preclude e-filing ).
Is there more I can do for you ?
pk
March 15, 2025
8:36 AM