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Does Proseries 1041 support Form 4972

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Level 2

I have a trust with several lump sum distributions from qualified plans.  I want to take advantage of 10 year averaging on Form 4972.  Does Proseries support Form 4972 when using Form 1041?

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Level 15

Are you sure the trust can even use it? It has probably been over 10 years since I've had anyone eligible for this.


ex-AllStar
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Level 2

After I submitted the question I obtained his DOB.  He was born in 1940.  Missed it by 4 years.  

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