Discussion:10 year lump sum
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Discussion Forum Index --> Tax Questions --> 10 year lump sum
| 4 July 2007 | |
| Have client who took all of her 401(lump sum) the form was not coded (a) she was born in 1937, took entire balance, and never took any before | |
Death&Taxes (talk|edits) said: | 4 July 2007 |
| 1936 is the year....not 1937....one form that is not inflation protected but mark my words, it will still be available come 2036 just in case some centenarian retires that year and takes a lump sum. | |
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