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- 10 YEAR TAX OPTION
10 YEAR TAX OPTION
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hags
Level 1
03-03-2022
09:13 AM
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Has anyone taken 10 year tax option on a lump sum distribution from IRA? 1099 marked with distribution code 4 (death), and was issued to Trust. If so, is there a worksheet on this?
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sjrcpa
Level 15
03-03-2022
09:21 AM
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Was the decedent born before January 2, 1936?
If no, stop here.
If yes you're looking for Form 4972.
The more I know, the more I don't know.
