2020 IRS Form 4972: Tax On Lump-Sum Distributions ... - BenefitsLink

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2020 IRS Form 4972: Tax on Lump-Sum Distributions (From Qualified Plans of Participants Born Before January 2, 1936) (PDF) Internal Revenue Service [IRS] Link to more items from this source [Official Guidance] Oct. 6, 2020

"Use Form 4972 to figure the tax on a qualified lump-sum distribution ... you received in 2020 using the 20% capital gain election, the 10-year tax option, or both. These are special formulas used to figure a separate tax on the distribution that may result in a smaller tax than if you reported the taxable amount of the distribution as ordinary income." MORE >>

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