Form 4972, Tax on Lump-Sum Distributions

If you were older than 59-1/2 before you received a lump sum from a qualified employee retirement plan, you may have some other options that can reduce your tax bill. To use any of these special treatments, you must complete IRS Form 4972 and attach it to your tax return.

Form 4972, Tax on Lump-Sum Distributions

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For more information, see our discussion of special lump-sum options.