2 MSA distributions on same MFJ return

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  • RWG1950
    Senior Member
    • Nov 2017
    • 462

    #1

    2 MSA distributions on same MFJ return

    Married retirees filing MFJ. Each had a 2020 MSA distribution.
    My software won't allow e-filing for this situation.
    What is the transmittal form that goes in with the paper returns ?
    Thank for comments.
  • Anarchrist
    Senior Member
    • Oct 2006
    • 353

    #2
    8948 - Explanation for Not eFiling. Though I've accidentally left it off of a few paper returns and never heard back about it.
    "Taxation is the price we pay for failing to build a civilized society." ~ Mark Skousen

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