Form 4972---Tax on Lump-Sum Distributions (From Qualified Retirement Plans of Plan Participants Born Before 1936)

OMB 1545-0193

OMB 1545-0193

IRC Section 402(e) allows taxpayers to compute a separate tax on a lump sum distribution from a qualified retirement plan. Form 4972 is used to correctly figure that tax. The data is used to verify the correctness of the separate tax. Form 4972 is also used to make the special 20% capital gain election attributable to pre-1974 participation from the lump-sum distribution.

The latest form for Form 4972---Tax on Lump-Sum Distributions (From Qualified Retirement Plans of Plan Participants Born Before 1936) expires 2022-07-31 and can be found here.

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Revision of a currently approved collection 1990-07-19
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Revision of a currently approved collection 1989-09-08
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No material or nonsubstantive change to a currently approved collection 1988-11-30
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Revision of a currently approved collection 1987-08-11
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Revision of a currently approved collection 1986-08-07
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Extension without change of a currently approved collection 1985-06-17
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Revision of a currently approved collection 1983-09-13
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Revision of a currently approved collection 1982-08-16
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Revision of a currently approved collection 1982-03-25
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No material or nonsubstantive change to a currently approved collection 1981-12-31
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Revision of a currently approved collection 1981-10-02
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