rjs
Level 15
Level 15

Retirement tax questions

You file Form 5329 for 2018 by itself, by mail. Don't forget to sign it at the bottom of page 2. You have to use the 2018 version of Form 5329. You do not amend your 2018 tax return.


2018 Form 5329


2018 Instructions for Form 5329

 

EDIT: Deleted question that was based on misreading another post.