https://ttlc.intuit.com/community/retirement/discussion/why-was-i-not-prompted-to-use-form-4972-i-think-i-meet-all-the-qualifications/01/836893#M75953 Mon, 05 Aug 2019 18:01:32 GMT mc8 2019-08-05T18:01:32Z https://ttlc.intuit.com/community/retirement/discussion/why-was-i-not-prompted-to-use-form-4972-i-think-i-meet-all-the-qualifications/01/836893#M75953 Mon, 05 Aug 2019 18:01:32 GMT https://ttlc.intuit.com/community/retirement/discussion/why-was-i-not-prompted-to-use-form-4972-i-think-i-meet-all-the-qualifications/01/836893#M75953 mc8 2019-08-05T18:01:32Z https://ttlc.intuit.com/community/retirement/discussion/re-why-was-i-not-prompted-to-use-form-4972-i-think-i-meet-all-the-qualifications/01/838030#M75993 <P>Are you sure ... look at the requirements in part I ...&nbsp;&nbsp;<A href="https://www.irs.gov/pub/irs-pdf/f4972.pdf" target="_blank">https://www.irs.gov/pub/irs-pdf/f4972.pdf</A></P> Wed, 07 Aug 2019 01:38:31 GMT https://ttlc.intuit.com/community/retirement/discussion/re-why-was-i-not-prompted-to-use-form-4972-i-think-i-meet-all-the-qualifications/01/838030#M75993 Critter 2019-08-07T01:38:31Z https://ttlc.intuit.com/community/retirement/discussion/re-why-was-i-not-prompted-to-use-form-4972-i-think-i-meet-all-the-qualifications/01/1255200#M92133 <P>In Turbo Tax when you fill out the 1099R, did you check the Total Distribution box for line 2a? &nbsp;I found that if that box is checked, line 7 has “7A” checked and the person was born before 1936, then Turbo Tax will prompt for Form 4972. &nbsp;I haven’t played around with the various scenarios other than that one. &nbsp;&nbsp;</P> Sun, 01 Mar 2020 22:47:52 GMT https://ttlc.intuit.com/community/retirement/discussion/re-why-was-i-not-prompted-to-use-form-4972-i-think-i-meet-all-the-qualifications/01/1255200#M92133 Clubnev 2020-03-01T22:47:52Z