MarilynG1
Expert Alumni

Retirement tax questions

Yes, for the lump-sum distribution, you would not indicate 'periodic payments'.  For the single payment, TurboTax may then go on to ask if it was a disaster or hardship distribution to see if there is any early distribution penalty (if applicable).

 

If you can be more specific about your situation, we'll try to help further. 

 

 

 

@SerottaD 

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