What is another name for a lump-sum tax?

Asked by: Dr. Karina Daugherty MD  |  Last update: July 12, 2025
Score: 4.5/5 (63 votes)

A tax whose amount is not affected by the taxpayer's actions. If the lump-sum tax is the same for all taxpayers, it is called a poll tax. Lump-sum taxes can be varied across consumers, and may even be negative for some consumers. A negative lump-sum tax is called a lump-sum subsidy.

What is a lump sum also known as?

A payment of a sum of money at one time, such as an inheritance. Lump sum payments can also be referred to as lump sum payouts or financial windfalls.

What kind of tax is a lump-sum tax?

A lump sum tax rate is a tax that is the same value for all who pay the tax. Lump sum taxes do not take into consideration who is paying the tax nor how much is being produced. A lump sum tax will produce the same level of tax revenue regardless of Gross Domestic Product (GDP) output.

What is the term of payment lump sum?

A lump sum payment refers to a single, large payment made at the closing of a transaction, such as when a seller receives $100 million in one go.

What is a lump sum in tax?

A lump sum payment is a one-time payment that is taxed and reported differently to your salary and wage income. You include lump sum payments as assessable income in your tax return in the income year you receive the payment.

Q&A for AT&T Employees: Annuity vs. Lump Sum - Tax Implications

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What is an example of a lump-sum tax?

What is lump-sum tax example? An example of a lump sum tax is Switzerland's tax on foreigners living there who do not earn an income in Switzerland. They pay a lump sum in taxes that is determined by the annual cost of living for that year.

What is a lump sum amount?

A lump-sum payment is a monetary sum paid in one single payment instead of allocated into installments.

What is another word for lump sum contract?

A Lump Sum, also known as a 'fixed-price' is contract term, referring to an agreement in which the contractor agrees to complete a project for a predetermined, fixed price.

What is the lump sum tax method?

The lump sum tax method is used for severance pay, retiring allowances or custom payroll instructions tax calculation. To determine the tax rate, lump sum payments paid to an employee in a year are taken into consideration. Unlike the bonus calculation, there is no annual income estimate to determine the tax bracket.

What is the abbreviation for lump sum?

LS – Lump Sum – Strictly speaking, a lump sum is a single payment of money instead of payment installments.

How do I report a lump-sum payment on my taxes?

Form 1040, 1040-SR, or 1040-NR. Report the entire amount from box 1 (Gross distribution) of Form 1099-R on line 5a, and the taxable amount on line 5b. If your pension or annuity is fully taxable, enter the amount from box 2a (Taxable amount) of Form 1099-R on line 5b; don't make an entry on line 5a.

Is a lump-sum tax free?

You can usually take up to 25% of the amount built up in any pension as a tax-free lump sum.

Is a lump-sum inheritance taxable?

If you received a gift or inheritance, do not include it in your income. However, if the gift or inheritance later produces income, you will need to pay tax on that income. Example: You inherit and deposit cash that earns interest income. Include only the interest earned in your gross income, not the inherited cash.

What is an example of a lump sum payment?

A lump sum is a one-time payment to an employee. Examples are bonuses, commissions, severance, and vacation payouts.

Which of the following is also called a lump sum contract?

A lump sum contract in construction is one type of construction contract, sometimes referred to as stipulated-sum, where a single price is quoted for an entire project based on plans and specifications and covers the entire project and the owner knows exactly how much the work will cost in advance.

What is lump sum synonym?

A substantial amount of money paid in one sum instead of installments. round figure. whole amount. round sum.

What is the lump sum tax?

A lump-sum tax is a special way of taxation, based on a fixed amount, rather than on the real circumstance of the taxed entity. In this, the entity cannot do anything to change their liability. In contrast with a per unit tax, lump-sum tax does not increase in size as the output increases.

What is the IRS lump-sum method?

You can select the lump-sum election method (by checking the box on line 6c of your Form 1040 or 1040-SR) if it lowers the taxable portion of your benefits: Under this method, you refigure the taxable part of all your benefits (including the lump-sum payment) for the earlier year using that year's income.

How do you say lump sum professionally?

Lump sum payments can also be referred to as lump sum payouts or financial windfalls.

What is called lump sum?

: an amount of money that is paid at one time : a single sum of money. The bonus is paid out in a lump sum. take their winnings as a lump-sum payment.

What are the disadvantages of lump sum?

Disadvantages include increased documentation, potential quality risks, and longer preparation time for finalized project designs. Both parties benefit from lump sum contracts when project scopes are well-defined, allowing for streamlined financial and logistical management.

What is lump sum amount method?

Lump sum payment is a single payment of money i.e., one-time payment, as opposed to installations or series of payments. It is most commonly used in the context of pensions, when one has the option of receiving a lump-sum pay-out from your pension provider or smaller payments over time, or a combination of both.

What is the smartest thing to do with a lump sum of money?

The key to making the most of the money is to put it somewhere to earn interest or to invest it – if you're comfortable with the risks associated with this. The main questions you should be thinking about are when you might need the money, how long you can put it away for, and what level of risk you are happy with.”

What is the meaning of lump sum contract?

A lump sum contract is an agreement that sets a predetermined cost for construction work. In other words, the contractor performing the work agrees to complete the project for a fixed amount — no more or less.