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Use this form to figure the tax on a qualified lump-sum distribution using the 20% capital gain election, the 10-year tax option, or both. Current revision Form 4972 PDF
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To use any of these special treatments, you must complete IRS Form 4972, Tax on Lump-Sum Distributions, and attach it to your tax return. The file is in Adobe Portable Document Format (.pdf), and you will need the free Acrobat Reader to view and print the file.
Form 4972 is used for reporting the tax on lump-sum distributions from qualified retirement plans. A lump-sum distribution is a one-time payment representing the entire balance of a qualified retirement plan that is paid to the recipient in a single tax year.
Download: Allows you to view a PDF version of your form for any tax year and to download the information to an Excel ® or CSV file format for the current tax reporting year. View: To view your tax form, click the download icon in the Download column and select the PDF option from the menu.
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The TaxAct ® program supports Form 4972 Tax on Lump-Sum Distributions as a fillable form. Note that any link in the information above is updated each year automatically and will take you to the most recent version of the document at the time it is accessed.
