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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
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- Re: 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.
