Featured Jobs
|
Retirement Plan Administration Consultant Blue Ridge Associates
|
|
Relationship Manager for Defined Contributions 2 Daybright Financial
|
|
Northwestern Wisconsin Associates, Inc. (NWA, Inc.)
|
|
Compass
|
|
Compass
|
|
ESOP Administration Consultant Blue Ridge Associates
|
|
Frank Pension Consultants, Ltd.
|
|
Relationship Manager for Defined Benefits Daybright Financial
|
Free Publications
|
|
2025 IRS Form 4972: Tax on Lump-Sum Distributions (From Qualified Plans of Participants Born Before January 2, 1936) (PDF)
Internal Revenue Service [IRS] 
[Official Guidance] Nov. 12, 2025 "Use Form 4972 to figure the tax on a qualified lump-sum distribution ... you received in 2025 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 >> |
| Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the linked news item's title). |
| An important word about authorship: BenefitsLink® created this link to the news item, but we are not the news item's author (unless expressly shown above). |