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  1. Navigate to Form 8880 using the Attached Forms Tree.

  2. Indicate whether the taxpayer/spouse was a full time student for at least 5 months, by checking the appropriate box.

    Hosted/Desktop

    CLO

    image-20241004-174852.png


  3. Complete the Validation Check for prior year retirement plan withdrawals by entering Y or N.

    1. Enter Y, if the taxpayer/spouse withdrew from retirement in the 3 years prior to the current tax year (this is not asking about the current year).

    2. Enter N, if the taxpayer/spouse did not withdrawal withdraw from retirement in the 3 years prior to the current tax year (this is not asking about the current year).

      Hosted/Desktop


      CLO

      image-20241004-174959.png


  4. If you answered Y in the Validation Check, you will need to enter the total of all retirement distributions in Line 4b for the taxpayer or spouse.

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