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Retirement tax questions
It doesn't ask what year the lump-sum was paid. It asks what year the payment was FOR. That will always be earlier than the current year. You have to read the questions very carefully, and keep clear about the distinction between the year that the lump-sum was paid and the year that it was for.
But in your case, you did not receive a lump-sum payment in 2023, so you have to answer No to the first question. Then you will not see any more questions about a lump-sum payment, so there will be no confusion.
‎April 4, 2024
8:23 AM