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Birth date on estate income tax return
On an estate income tax return, when annuity proceeds distributed, where can I enter birth date to obtain capital gains treatment?
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You would not need a birth date input. The capital gain treatment should be indicated on the 1099R if it meets the requirements for CG treatment https://www.irs.gov/taxtopics/tc412
If this is a run of the mill annuity purchased by the decedent, then the "gain" over the original purchase price is not a capital gain.
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