Get the free Form 4972---Tax on Lump-Sum Distributions (From Qualified ...
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Clear FormFormN152STATE OF HAWAII DEPARTMENT OF Taxation On LumpSum DistributionFrom Qualified Retirement Plans×REV. 2021) Attach to Form N11, N15, or N40. See separate Instructions. Name of recipient
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How to fill out form 4972---tax on lump-sum
How to fill out form 4972---tax on lump-sum
01
To fill out form 4972 - Tax on Lump-Sum, follow these steps:
02
Enter your name and Social Security number at the top of the form.
03
Determine if you are eligible for the lump-sum election. This is applicable if you are receiving a lump-sum distribution from a qualified retirement plan or annuity due to the death of the participant or after reaching age 59½.
04
Calculate your tax using the worksheets provided in the form.
05
Enter the taxable amount of the distribution and the appropriate tax rate.
06
Calculate the amount of tax you owe and record it on the form.
07
Sign and date the form.
08
Attach any required documents, such as a copy of your retirement plan or annuity agreement, if applicable.
09
Keep a copy of the completed form for your records.
10
Submit the form to the Internal Revenue Service (IRS) along with your tax return.
Who needs form 4972---tax on lump-sum?
01
Form 4972 - Tax on Lump-Sum is needed by individuals who are receiving a lump-sum distribution from a qualified retirement plan or annuity due to the death of the participant or after reaching age 59½. This form is used to calculate the tax owed on the distribution and must be filed with the IRS along with the individual's tax return.
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What is form 4972---tax on lump-sum?
Form 4972 is used to calculate the tax on lump-sum distributions from qualified retirement plans.
Who is required to file form 4972---tax on lump-sum?
Individuals who receive lump-sum distributions from qualified retirement plans are required to file form 4972.
How to fill out form 4972---tax on lump-sum?
Form 4972 must be filled out with information about the distribution received, the taxable amount, and the calculation of the tax owed.
What is the purpose of form 4972---tax on lump-sum?
The purpose of form 4972 is to calculate the tax on lump-sum distributions to ensure proper taxation of retirement plan funds.
What information must be reported on form 4972---tax on lump-sum?
Form 4972 requires information such as the total distribution amount, the taxable part of the distribution, and any capital gain treatment.
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