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How to File IRS Form 4972 on Lump-Sum Distributions
If you have received a lump-sum distribution from a qualified retirement plan, such as a 401(k), or an individual retirement account (IRA), you may need to file IRS Form 4972. This form is used to calculate the tax on the lump-sum distribution, which is a one-time payment of the entire balance of your retirement plan account.
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By James AntonioIf you have received a lump-sum distribution from a qualified retirement plan, such as a 401(k), or an individual retirement account (IRA), you may need to file IRS Form 4972. This form is used to calculate the tax on the lump-sum distribution, which is a one-time payment of the entire balance of your retirement plan account.