Form 4972, Tax on Lump-Sum Distributions (From Qualified Plans of Participants Born Before January 2, 1936)
Use Form 4972 to figure the tax on a qualified lump-sum distribution using the 20% capital gain election, the 10-year tax option, or both.
Other Items You May Find Useful:
Publication 575, Pension and Annuity Income
Publication 721, Tax Guide to U.S. Civil Service Retirement Benefits
Publication 939, General Rule for Pensions and Annuities
Form 1040, U.S. Individual Income Tax Return
Form 1040NR, U.S. Nonresident Alien Income Tax Return
Form 1041, U.S. Income Tax Return for Estates and Trusts
Comment on Form 4972
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