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?
This discussion has been locked. No new contributions can be made. You may start a new discussion here
Was the decedent born before January 2, 1936?
If no, stop here.
If yes you're looking for Form 4972.
You have clicked a link to a site outside of the Intuit Accountants Community. By clicking "Continue", you will leave the community and be taken to that site instead.