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

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

⚠️ Notice: This information collection may be referencing outdated material. More recent filings for OMB 1545-0193 can be found here:

Documents and Forms

Document Name Document Type
Form 4972 Tax on Lump-Sum Distributions (From Qualified Retirement Plans of Plan Participants Born Before 1936) Form
4972 Tax on Lump-Sum Distributions Form 4972.pdf Form
Burden.PDF Burden IC Document

Information Collection (IC) Details

IC Title:	Tax on Lump-Sum Distributions (From Qualified Retirement Plans of Plan Participants Born Before 1936)	Agency IC Tracking Number:

Is this a Common Form? No		IC Status: Modified

Obligation to Respond: Mandatory

CFR Citation: 26 CFR 1.402(e)-2, 3, 14 26 CFR 11.402(e)4(A) & (B)

Information Collection Instruments:

Document Type	Form No.	Form Name	Instrument File	URL	Available Electronically?	Can Be Submitted Electronically?	Electronic Capability
Form	4972	Tax on Lump-Sum Distributions	Form 4972.pdf		Yes	Yes	Fillable Fileable

Line of Business: General Government

Subfunction: Taxation Management

Privacy Act System of Records
Title:	FR Citation:

Number of Respondents: 13,922	Number of Respondents for Small Entity: 0

Affected Public: Private Sector	Private Sector: Businesses or other for-profits

Percentage of Respondents Reporting Electronically: 16 %

	Approved	Change Due to Adjustment in Agency Estimate	Previously Approved
Annual Number of Responses for this IC	13,922	-7,787	21,709
Annual IC Time Burden (Hours)	61,257	-34,263	95,520
Annual IC Cost Burden (Dollars)	0	0	0

Documents for IC

Title	Document	Date Uploaded
Burden	Burden.PDF	10/01/2012

Blank fields in records indicate information that was not collected or not collected electronically prior to July 2006.