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Author: shtevo1 Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 121177  
Subject: lump sum distribution - subsequent years Date: 2/27/2000 1:12 PM
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can anyone tell me how to handle the forward averaging of lump sum distributions in subsequent years? I did
my folks tax return the last year when they received a 1099-R and we filled out form 4972 with 5 year forward averaging.

How does the 20% income from distribution get reflected
on tax forms in subsequent years. TurboTax doesn't seem to kick me into any additional form to request these numbers (I didn't use Turbo-Tax last year). Where does this income get recognized?

thanks in advance.

please email shtevo1@hotmail.com
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