You can enter your Form 1099-R using the lump sum averaging if the overall tax on your return is less. You do not enter this again in the future, this is all handled on the current year tax return. TurboTax shows you the total tax either way.
I don't see the numbers you show, I show only the difference in the total tax depending on the option I choose to use. Select 'Try a different option' after you answer the questions about the lump sum election (Form 4972). Whichever way shows the lowest tax amount in total is the option you should choose. In my scenario it is lower to use the lump sum method.
@squidlady
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
