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Retirement tax questions
Thank you.
Clarifying question ... On the worksheet "Figure Your Additional Taxable Benefits (From a Lump-Sum Payment for a Year After 1993)" line 7 asks me to "Enter your taxable benefits for the earlier year that you previously reported".
Does this mean "IF" I received benefits in the previous year? Or the amount I received in 2022 lump sum?
I didn't receive any benefits until 2022, when I received lump sums for 2021 and 2020. So would the answer to line 7 on this worksheet be zero?
‎January 28, 2023
6:02 PM