Form 4972 is titled Tax on Lump-Sum Distributions, "From Qualified Plans of Participants Born Before January 2, 1936." Part I asks questions to see if you can use it. RepeatForm helps with the identity block: upload a Form 4972 you completed and a blank, then review.
Tested with the irs.gov edition dated 2025
Plainly: this is a lower-fit page. The form's title limits it to plans of participants "Born Before January 2, 1936," and Part I asks whether you can use it at all. If you answer the Part I questions and find you can't use the form, you don't need this page. If you complete one for a different recipient or distribution, it saves retyping the identity block.
The form says "Attach to Form 1040, 1040-SR, 1040-NR, or 1041." Its title is "Tax on Lump-Sum Distributions." Part I is headed "Complete this part to see if you can use Form 4972," and Part II is "Complete this part to choose the 20% capital gain elections." RepeatForm does not work out any amount or election.
The form asks, for example, "Was this a distribution of a plan participant's entire balance (excluding deductible voluntary employee contributions and certain forfeited amounts) from all of an employer's qualified plans of one kind (for example, pension, profit-sharing, or stock bonus)? If 'No,' don't use this form." Another question asks "Did you roll over any part of the distribution? If 'Yes,' don't use this form." Question 5a asks "Did you use Form 4972 after 1986 for a previous distribution from your own plan?" Answer these yourself from the form and its instructions.
Upload a Form 4972 you completed and the current blank; RepeatForm carries the matching answers across; you review them, then preview the PDF before you export. Use the earlier form as the source for another recipient or year, then change what differs.
The IRS publishes a Form 4972 for each tax year. Carrying a prior year's copy into the new one works for many answers, but some fields are renamed or moved and match only partly, so check every line on the new year's form in Review before you export.
Upload the two versions, check what matched, then inspect the finished PDF before paying.
Start with the Form 4972 you completed before and the current blank.
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The form's title is "Tax on Lump-Sum Distributions (From Qualified Plans of Participants Born Before January 2, 1936)," and Part I is headed "Complete this part to see if you can use Form 4972." Some questions apply to a plan participant and others to a beneficiary. RepeatForm does not decide whether you can use it.
The form says "Attach to Form 1040, 1040-SR, 1040-NR, or 1041." RepeatForm does not attach it or file anything.
You can reuse the recipient's name and identifying number where they match. Part I and the amounts describe one distribution, so enter them again and check every line in Review. Question 5a also asks about earlier use of Form 4972 after 1986, so read it against what you did before.
