Federal Tax Form 4970 - Tax on Accumulation Distribution of Trusts

Tax Form 4970 is used to figure the partial tax on accumulation distributions of a beneficiary of certain domestic trusts.

If you received a distribution for this tax year from a trust that accumulated its income instead of distributing it each year (and the trust paid taxes on that income), you must complete Form 4970 to compute any additional tax liability.


Form name Instructions Form
2008 Federal Tax Form 4970 - Tax on Accumulation Distribution of Trusts
2007 Federal Tax Form 4970 - Tax on Accumulation Distribution of Trusts
2006 Federal Tax Form 4970 - Tax on Accumulation Distribution of Trusts -
2005 Federal Tax Form 4970 - Tax on Accumulation Distribution of Trusts -

 

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