2014 4972 form-2025

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Form 4972 is used to calculate the tax on lump-sum distributions from qualified retirement plans for participants born before January 2, 1936. It allows taxpayers to apply special tax options, such as the 20% capital gain election and the 10-year tax option, which may result in a lower tax liability compared to reporting the distribution as ordinary income. The form includes instructions for determining eligibility, reporting requirements, and specific calculations related to capital gains and death benefits.

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Begin by clicking 'Get Form' to open the IRS Form 4972 (2014) in our platform's editor.
Fill in the identifying information at the top, including your name and identifying number. Ensure accuracy as this is crucial for processing.
In Part I, answer the eligibility questions regarding your distribution. If you answer 'No' to questions 3 and 4, do not use this form.
Proceed to Part II if applicable. Enter the capital gain amount from Form 1099-R, box 3 on line 6, and calculate as instructed.
Complete Part III if you choose the 10-year tax option. Follow the instructions carefully to determine your taxable amount.
Review all entries for accuracy before finalizing. You can print, download, or share your completed form directly from our platform.

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2011	4.3 Satisfied (66 Votes)

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What is the purpose of the IRS form 4972?

If you are the spouse or former spouse of a plan participant who was born before 1936 and you received a qualifying lump-sum distribution as an alternate payee under a qualified domestic relations order, you can use Form 4972 to figure the tax on that income.

What is the deadline for filing form 4972?

The important dates for Form 4972 in 2024 and 2025 include the tax filing deadlines, typically April 15th of each year. Additional deadlines may apply for amended returns and specific submission requirements.

How do I file IRS form 4972?

If you can use Form 4972, attach it to Form 1040 or 1040-SR (individuals), Form 1040-NR (nonresident aliens), or Form 1041 (estates or trusts). The payer should have given you a Form 1099-R or other statement that shows the amounts needed to complete Form 4972.

What form is 4972?

If you were older than 59-1/2 before you received a lump sum from a qualified employee retirement plan, you may have some other options that can reduce your tax bill. 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.