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This is a citizen of Mexico who worked along time ago in the US, paid into a retirement fund and has now retired BACK in Mexico. Never a US citizen.
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I guess I wasn't very clear. It is a code 7 normal distribution and I know how to report that. I guess I should have ask how you file? I'm not sure if they pay ...
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My client has an Aunt who is a citizen of Mexico and now lives in Mexico. YEARS ago she lived and worked in the US (California) and paid into a retirement. She ...
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That's what I'm afraid of because I know in the past I have had to have a client temporarily lift a credit freeze to get a transcript. Thank you for your input.