IRS 4972 form

Use this form to calculate the tax on a qualified lump-sum distribution using the 20% capital gains election, the 10-year tax option, or both.

2023 4972 form

Form4972Department of the Treasury Internal Revenue ServiceTax on LumpSum Distributions12 3 45a2023(From Qualified Plans of Participants Born Before January 2, 1936) Attach to Form 1040, 1040SR, 1040NR, or 1041. Go to www.irs.gov/Form4972 for the...

2022 4972 form

Form4972Department of the Treasury Internal Revenue ServiceTax on LumpSum Distributions12 3 45a2023(From Qualified Plans of Participants Born Before January 2, 1936) Attach to Form 1040, 1040SR, 1040NR, or 1041. Go to www.irs.gov/Form4972 for the...

2021 4972 form

Form4972Department of the Treasury Internal Revenue Service (99)Tax on LumpSum Distributions12 3 42021(From Qualified Plans of Participants Born Before January 2, 1936) Go to www.irs.gov/Form4972 for the latest information. Attach to Form 1040,...

2020 4972 form

Form4972Department of the Treasury Internal Revenue Service (99)Tax on LumpSum Distributions12 3 45a2020(From Qualified Plans of Participants Born Before January 2, 1936) Go to www.irs.gov/Form4972 for the latest information. Attach to Form 1040,...

2019 4972 form

Form4972Department of the Treasury Internal Revenue Service (99)Tax on LumpSum Distributions12 3 45a2019(From Qualified Plans of Participants Born Before January 2, 1936) Go to www.irs.gov/Form4972 for the latest information. Attach to Form 1040,...

2018 4972 form

Form4972Department of the Treasury Internal Revenue Service (99)Tax on LumpSum Distributions12 3 45a2018(From Qualified Plans of Participants Born Before January 2, 1936) Go to www.irs.gov/Form4972 for the latest information. Attach to Form 1040,...

2013 4972 form

Form 4972 (From Qualified Plans of Participants Born Before January 2, 1936) Tax on Lump-Sum Distributions OMB No. 1545-0193 Department of the Treasury Internal Revenue Service (99) Name of recipient of distribution Attach to Form 1040, Form...

2012 4972 form

Form 4972 (From Qualified Plans of Participants Born Before January 2, 1936) Tax on Lump-Sum Distributions OMB No. 1545-0193 Department of the Treasury Internal Revenue Service (99) Name of recipient of distribution Attach to Form 1040, Form...

2011 4972 form

Form 4972 (From Qualified Plans of Participants Born Before January 2, 1936) Tax on Lump-Sum Distributions OMB No. 1545-0193 Department of the Treasury Internal Revenue Service (99) Name of recipient of distribution Attach to Form 1040, Form...