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Lump Sum Distribution

Definition:

FTC (The Foreign Tax Credit) is allowed for taxes paid or accrued on a foreign source lump-sum distribution from a pension plan. Special formulas may be used to figure a separate tax on a qualified lump-sum distribution for the year in which the distribution is received. Elect by checking Form 1116 box e above Part I. Skip Part I. Complete Part II showing only foreign taxes that are attributable to the lump-sum distribution.

 

Activity/ Implementation

Elect by checking Form 1116 box e, above Part I. Skip Part I. Complete Part II showing only foreign taxes that are attributable to the lump-sum distribution. See Page 15