Form preview

Get the free 1998 Form 4972. Tax on Lump-Sum Distributions

Get Form
25 May 2018 ... Information about Form 4972, Tax on Lump-Sum Distributions, including recent updates, related forms and instructions on how to file.
We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign 1998 form 4972 tax

Edit
Edit your 1998 form 4972 tax form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share
Share your form instantly
Email, fax, or share your 1998 form 4972 tax form via URL. You can also download, print, or export forms to your preferred cloud storage service.

Editing 1998 form 4972 tax online

9.5
Ease of Setup
pdfFiller User Ratings on G2
9.0
Ease of Use
pdfFiller User Ratings on G2
Follow the guidelines below to benefit from a competent PDF editor:
1
Set up an account. If you are a new user, click Start Free Trial and establish a profile.
2
Simply add a document. Select Add New from your Dashboard and import a file into the system by uploading it from your device or importing it via the cloud, online, or internal mail. Then click Begin editing.
3
Edit 1998 form 4972 tax. Rearrange and rotate pages, add new and changed texts, add new objects, and use other useful tools. When you're done, click Done. You can use the Documents tab to merge, split, lock, or unlock your files.
4
Save your file. Choose it from the list of records. Then, shift the pointer to the right toolbar and select one of the several exporting methods: save it in multiple formats, download it as a PDF, email it, or save it to the cloud.
It's easier to work with documents with pdfFiller than you can have believed. You may try it out for yourself by signing up for an account.

Uncompromising security for your PDF editing and eSignature needs

Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.
GDPR
AICPA SOC 2
PCI
HIPAA
CCPA
FDA

How to fill out 1998 form 4972 tax

Illustration

How to fill out 1998 form 4972 tax

01
Gather all the necessary documents such as your income statements, investment records, and other relevant financial information.
02
Download the 1998 Form 4972 tax from the official IRS website.
03
Carefully read the instructions provided on the form to ensure you understand the requirements and calculations.
04
Start filling out the form by providing your personal information such as name, address, and Social Security number.
05
Proceed to the calculation section and enter the necessary figures as required by the form.
06
Double-check all the information you have entered to ensure accuracy.
07
Sign and date the form.
08
Attach any supporting documents as instructed by the form.
09
Submit the completed form and any accompanying documents to the appropriate tax authority.

Who needs 1998 form 4972 tax?

01
Individuals who have made distributions from qualified retirement plans or annuities may need to file the 1998 Form 4972 tax.
02
Taxpayers who have incurred an additional 10% tax on early distributions or excess accumulation from certain plans or annuities may also need to file this form.
03
Those who meet the criteria stated in the IRS guidelines regarding qualified retirement plans and annuities should consult the instructions of the form or seek professional guidance to determine if they need to fill out the 1998 Form 4972 tax.
Fill form : Try Risk Free
Users Most Likely To Recommend - Summer 2025
Grid Leader in Small-Business - Summer 2025
High Performer - Summer 2025
Regional Leader - Summer 2025
Easiest To Do Business With - Summer 2025
Best Meets Requirements- Summer 2025
Rate the form
4.4
Satisfied
58 Votes

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

It is possible to significantly enhance your document management and form preparation by combining pdfFiller with Google Docs. This will allow you to generate papers, amend them, and sign them straight from your Google Drive. Use the add-on to convert your 1998 form 4972 tax into a dynamic fillable form that can be managed and signed using any internet-connected device.
The premium subscription for pdfFiller provides you with access to an extensive library of fillable forms (over 25M fillable templates) that you can download, fill out, print, and sign. You won’t have any trouble finding state-specific 1998 form 4972 tax and other forms in the library. Find the template you need and customize it using advanced editing functionalities.
You can make any changes to PDF files, like 1998 form 4972 tax, with the help of the pdfFiller Android app. Edit, sign, and send documents right from your phone or tablet. You can use the app to make document management easier wherever you are.
Form 4972 is used to report the tax on certain lump-sum distributions from qualified retirement plans.
Individuals who receive a lump-sum distribution from a qualified retirement plan are required to file form 4972.
Form 4972 should be filled out with details of the lump-sum distribution received and the tax calculations for the distribution.
The purpose of form 4972 is to calculate and report the additional tax on lump-sum distributions from qualified retirement plans.
Form 4972 requires reporting of the amount of the lump-sum distribution received, the total distribution amount, the capital gain portion, and the tax calculation.
Fill out your 1998 form 4972 tax online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now
Form preview
If you believe that this page should be taken down, please follow our DMCA take down process here .
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.