tavery
New Member

Retirement tax questions

Very good information and I thank you for it. I am a little confused about the section you highlighted and (I assume) the section you commented on. It seems to say the fact the person "could" have participated that block 13 is correct. Then there is the first section stating "active participant" which confuses me but would indicate block 13 is incorrect. Would love some clarification if possible or am I going to be better off calling the IRS and getting a ruling?