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Retirement Income. Three Year/General method or Do Not Apply
I have two retirement related sources of income to report, but I am not sure I am entering them properly. One is a lump sum distribution received as an inheritance from a recently passed relative's 403b plan. The other is a lump sum from my own 401k. What are the proper classifications of these distributions? Should they be marked as Three Year, General Method or classified as None of the Above?
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Monday