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There is no way to indicate that on your tax return. You would only provide specifics to the IRS if they claim that you busted the 72(t) plan. If they do, you'll need to be able to show that the lump sum was distributed more than 1,826 days after the first 72(t) distribution to show that you completed a full 5 years under the 72(t) plan before modifying the plan.
There is no way to indicate that on your tax return. You would only provide specifics to the IRS if they claim that you busted the 72(t) plan. If they do, you'll need to be able to show that the lump sum was distributed more than 1,826 days after the first 72(t) distribution to show that you completed a full 5 years under the 72(t) plan before modifying the plan.
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