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.

All Historical Document Collections
Extension without change of a currently approved collection 2022-07-29
Approved without change
Extension without change of a currently approved collection 2019-06-25
Approved without change
Revision of a currently approved collection 2016-03-31
Approved without change
Revision of a currently approved collection 2012-10-25
Approved without change
Extension without change of a currently approved collection 2009-09-22
Approved without change
Extension without change of a currently approved collection 2006-07-28
Approved without change
No material or nonsubstantive change to a currently approved collection 2005-11-23
Approved without change
Revision of a currently approved collection 2003-07-01
Approved without change
Revision of a currently approved collection 2000-07-17
Approved without change
Extension without change of a currently approved collection 1997-07-21
Approved without change
No material or nonsubstantive change to a currently approved collection 1996-08-09
Approved without change
No material or nonsubstantive change to a currently approved collection 1995-12-05
Approved without change
No material or nonsubstantive change to a currently approved collection 1995-12-05
Approved without change
Revision of a currently approved collection 1994-07-29
Approved without change
Revision of a currently approved collection 1993-06-28
Approved without change
Revision of a currently approved collection 1990-07-19
Approved without change
Revision of a currently approved collection 1989-09-08
Approved with change
No material or nonsubstantive change to a currently approved collection 1988-11-30
Approved without change
Revision of a currently approved collection 1987-08-11
Approved without change
Revision of a currently approved collection 1986-08-07
Approved without change
Extension without change of a currently approved collection 1985-06-17
Approved without change
Revision of a currently approved collection 1983-09-13
Approved without change
Revision of a currently approved collection 1982-08-16
Approved without change
Revision of a currently approved collection 1982-03-25
Approved with change
No material or nonsubstantive change to a currently approved collection 1981-12-31
Approved without change
Revision of a currently approved collection 1981-10-02
Approved without change
Revision of a currently approved collection 1981-08-03
Approved without change
Revision of a currently approved collection 1981-04-01

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