Drake Tax - 4972: Completing Part 3
Article #: 13239
Last Updated: December 05, 2024
How to complete Part III of Form 4972
Lines 8, 9, 11, and 18 of screen 4972 (on the Taxes tab) all correspond to Part III of Form 4972, Tax on Lump-Sum Distributions. Entries made to these lines flow directly to the form.
The questions in Part I of Form 4972 determine whether or not the form can be used. Answers may prevent Parts II and III from being produced. Check the EF Messages and Return Notes in View/Print mode for more information.