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I have worked for this company 14 years and have never received this form before.
One of my best friends left the company and they had to pay him his annuity/pension and I thought they moght have made an error and sent me his. However, he got his. We ahve had the same guy all 14 years handle their 401..or whatever you want to call it. I have no idea if he went to a new company.
If he did and that is what this is, will he send me another form?
Can I possibly just fill out my taxes and not use this? That seems very risky to me.
Am I able to ask you another question involving the same question?
The form lists under box 1 Gross Disttribution and tehn gives the amount of xxx,xxx.00
However in box 2a it lists taxable amount and lists 0.00.
So the way I read this is that I am not liable for any taxes but for some unknown reason they sent me this form this year.
Does that sound correct to you?