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gsfm
New Member

Which turbo tax upgrade will allow me to create a 4972 for a 1099 R death benefit

 
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LinaJ2018
Intuit Alumni

Which turbo tax upgrade will allow me to create a 4972 for a 1099 R death benefit

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

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