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This version of the form is not currently in use and is provided for reference only. Download this version of
IRS Form 4972
for the current year.
IRS Form 4972 Tax on Lump-Sum Distributions (From Qualified Plans of Participants Born Before January 2, 1936)
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What Is IRS Form 4972?
This is a tax form that was released by the Internal Revenue Service (IRS) - a subdivision of the U.S. Department of the Treasury. As of today, no separate filing guidelines for the form are provided by the IRS.
Form Details:
- A 4-page form available for download in PDF;
- Actual and valid for filing 2023 taxes;
- Additional instructions and information can be found on page 2 of the document;
- Editable, printable, and free;
- Fill out the form in our online filing application.
Download a fillable version of IRS Form 4972 through the link below or browse more documents in our library of IRS Forms.
Download IRS Form 4972 Tax on Lump-Sum Distributions (From Qualified Plans of Participants Born Before January 2, 1936)
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