IRS Logo
Print - Click this link to Print this page

Other Items Related to Form 4852

Form W-2, Wage and Tax Statement
Every employer engaged in a trade or business who pays remuneration for services performed by an employee must file a Form W-2 for each employee from whom income, social security, or Medicare tax was withheld; or income tax would have been withheld if the employee had claimed no more than one withholding allowance or had not claimed exemption from withholding on Form W-4.

Form 1040, U.S. Individual Income Tax Return
Annual income tax return filed by citizens or residents of the United States.

Form 1040A, U.S. Individual Income Tax Return
Annual income tax return filed by citizens and residents of the United States.

Form 1040EZ, Income Tax Return for Single and Joint Filers With No Dependents
Income tax return filed by certain citizens or residents of the United States.

Form 1040X, Amended U.S. Individual Income Tax Return
Individual taxpayers file this form to amend a tax return.

Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
File this form for each person to whom you have made a designated distribution or are treated as having made a distribution of $10 or more from profit-sharing or retirement plans, any individual retirement arrangements (IRAs), annuities, pensions, insurance contracts, survivor income benefit plans, permanent and total disability payments under life insurance contracts, charitable gift annuities, etc.

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.

Page Last Reviewed or Updated: 07-Nov-2014