0-SR, 1040-NR, or 1041. Go to www.irs.gov/Form4972 for the latest information. Attachment Sequence No. 28 Form Identifying number Name of recipient of distribution Part I 2025 Complete this part to see if you can use Form 4972 Yes No 1 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.
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