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Retirement tax questions
Now I understand! On the thread you sent, one of the experts replied to basically the same question I had asked: That the question on the form is referring to if any of the lump sum I received in the current year (not my husband) was reported in the previous year. So yes, that should be zero - even though there is an amount on the 2021 Line 6B return, it's my husband's, not anything to do with my lump sum received in 2022. Thank you for everything!
March 29, 2023
10:32 AM