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Form 4972 online Costa Mesa California: What You Should Know

Aug 18, 2025 — Form 4972 is also available electronically using IRS Online Tax Filing with TurboT ax. For information about claiming the preferential tax treatment, see Qualified Distributions — IRS Form 4972. For a specific list of the required items for the special rules, see the table below. Special Rules for Form 4972: Income from Qualified Lump-Sum Distributions — TurboT ax If you receive qualified distributions from a segregated fund in the form of a lump sum, you may reduce your federal income tax by up to 20% (or your state tax by up to 10%). See the section below titled “Special Qualifications.” To claim this relief, you must meet all the special requirements. For Qualified Distributions Not in Form 4972: Treas. Reg. §1.4972-1(b)(1), the Internal Revenue Code of 1986, as amended. (See Notice 2008-49 at IRS.gov.) For Qualified Distributions in Form 4972: Treas. Reg. §1.4972-1(d) at IRS.gov This publication will be updated as appropriate.

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