2023 Form 4972 - Tax On Lump Sum Distributions

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. This form helps calculate the tax on such distributions, which may qualify for special tax treatment.

For the current tax year version of Form 4972, please go here.