pk
Level 15
Level 15

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