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Thanks for doing that calculation for me. I just talked to her broker yesterday (w/her permission), and as it turns out, she is going to have a small loss: $700-800 (guess I'll never get out of my head what happened to me in '99 when I sold 1/2 of my GE!!)

Where I am getting the averaging thing is under "Lump Sum Distributions" and the optional lump-sum treatment. I have never calculated this, and it takes a Form 4972 so I didn't know if that optional tax treatment would make all that much difference.

Looks like this will be a moot point for her. Guess I'll have to study up on the 10-year tax option since I'm now curious.

Thanks for all your help,
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