Birth date on estate income tax return

[smd]

On an estate income tax return, when annuity proceeds distributed, where can I enter birth date to obtain capital gains treatment?

[Kathi_at_Intuit]

Are you in the Estate  or Fiduciary tax module?

[George4Tacks · Accepted solution]

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.