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Lump-sum Distribution
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Principal Publications Publications
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Links Inside Publications
Publication 17 - Your Federal Income Tax (For Individuals) - Taxation of Nonperiodic Payments
Lump-Sum Distributions. This section on lump-sum distributions only applies if the plan participant was born...
Publication 514 - Foreign Tax Credit for Individuals - How To Figure the Credit
Lump-Sum Distribution. If you receive a foreign source lump-sum distribution (LSD) from a retirement plan,...
Publication 575 - Pension and Annuity Income - Taxation of Nonperiodic Payments
Lump-Sum Distributions. This section on lump-sum distributions only applies if the plan participant was born...
Forms and Instructions Forms and Instructions
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Relevant Forms
Form 4972 Tax on Lump-Sum DistributionsTopic Screen for this Form
heading icon Frequently Asked Questions
FAQ - Individual Retirement Arrangements (IRAs)
Even though I can't withdraw funds from my 401(k) plan to purchase my first home, can I roll over my withdrawal...
FAQ - Individual Retirement Arrangements (IRAs)
How long do I have to roll over a distribution from a retirement plan to an IRA account? You must complete...
heading icon Tax Topics
Tax Topic 412
Lump-Sum Distributions. If you receive a lump-sum distribution from a qualified retirement plan or a qualified...
Related Topic Links
related topicDistribution
related topicElecting Optional Lump-sum Treatment