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H
hags
Level 1
March 3, 2022
Question

10 YEAR TAX OPTION

  • March 3, 2022
  • 1 reply
  • 7 views

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 topic has been closed for replies.

1 reply

sjrcpa
sjrcpa
Level 15
March 3, 2022

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.
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