LinaJ2018
Intuit Alumni

Retirement tax questions

The Deluxe edition would create Form 4972.

To enter the lump sum distributions, here are the steps (online):

  • Sign into your account, select Take me to my return
  • To the right upper corner, in the search box, type in “lump-sum distributions” and Enter
  • Select Jump tlump-sum distributions
  • Follow prompts