Form 4972, Tax on Lump-Sum Distributions (From Qualified Plans of Participants Born Before January 2, 1936)
Use this form 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
Comment on Form 4972
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