Form 4972 for Orange California 2024-2025

Form 4972 for Orange California: What You Should Know

Current Revision. Form 4972 may be used as proof that you actually received the stock. Current Revision. Apr 28, 2025 — Reply: In your request for Form 4972, I am asking for a copy of the letter of  conciliation and settlement signed between you and the administrator of your retirement plans. Apr 28, 2025 — Reply: I need copies of all tax records and other documentation that was prepared. May 12, 2025 — Reply:  May 21, 2025 — Reply: This is an important date as the administrator must approve any settlement agreement  before we start collection because the agreement will require approval not only to get the tax  records, but also to sign it, which, if we do not have all the  proof of ownership for the stock, it could delay collection. May 21, 2025 — Reply: Your settlement agreement must be signed by the administrator at least one week after  this date. We need a copy of it. A signed settlement agreement may be a requirement before  we begin the collection process. The next collection day after you submit this letter, there  is a 20% collection deadline! The administrator need to approve your settlement by May 3rd,  before we collect. Jun 2, 2025 — Reply: We have attached three documents to your letter that I need to review.  I will let you know our next step this week. Jun 9, 2025 — Reply: We will need the signed settlement agreement to sign before  We can begin the collection and get the tax records. Jun 18, 2025 — Reply: Once I have reviewed your settlement agreement, I will let you know. If  you need a tax expert, please call us toll-free at.  Jun 30, 2025 — Reply: Dear  We will do everything we can to expedite this situation, so you may have the peace of mind you have wanted since you learned of the problems with your retirement plans.  Thank you, Jul 2, 2025 — Reply: We have returned all the files attached to the previous communication. We  have reviewed your settlement and will be in touch with you before July 31.  We will let you know our next steps this week. Jul 8, 2025 — Reply: I have called and explained the situation to you and the settlement  agreement.

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