Tax on Accumulation Distribution of Trusts (Form 4970)

OMB 1545-0192

Form 4970 is used by a beneficiary of a domestic or foreign trust to compute the tax adjustment attributable to an accumulation distribution. The form is used to verify whether the correct tax has been paid on the accumulation distribution.

The latest form for Tax on Accumulation Distribution of Trusts (Form 4970) expires 2022-08-31 and can be found here.

Latest Forms, Documents, and Supporting Material

Document Name
Form Form 4970 Tax on Accumulation Distribution of Trusts Form and Instruction
Supporting Statement_1545-0192-MS.docx Supporting Statement A
Tax on Accumulation Distribution of Trusts Form and Instruction

All Historical Document Collections

202205-1545-018 Approved without change	Extension without change of a currently approved collection	2022-08-31
201903-1545-002 Approved with change	Extension without change of a currently approved collection	2019-05-31
201601-1545-006 Approved without change	Extension without change of a currently approved collection	2016-02-29
201301-1545-003 Approved without change	Extension without change of a currently approved collection	2013-01-23
200909-1545-040 Approved without change	Revision of a currently approved collection	2009-11-17
200608-1545-073 Approved without change	Extension without change of a currently approved collection	2006-09-12
200511-1545-041 Approved without change	No material or nonsubstantive change to a currently approved collection	2005-11-18
200309-1545-001 Approved without change	Extension without change of a currently approved collection	2003-09-04
200007-1545-026 Approved without change	Extension without change of a currently approved collection	2000-07-17
199804-1545-025 Approved without change	Extension without change of a currently approved collection	1998-04-29
199505-1545-004 Approved without change	Extension without change of a currently approved collection	1995-05-03
199205-1545-008 Approved without change	Revision of a currently approved collection	1992-05-11
198909-1545-005 Approved without change	Revision of a currently approved collection	1989-09-01
198908-1545-062 Approved with change	No material or nonsubstantive change to a currently approved collection	1989-08-30
198708-1545-020 Approved without change	Revision of a currently approved collection	1987-08-11
198410-1545-003 Approved without change	Reinstatement with change of a previously approved collection	1984-10-03
198108-1545-017 Approved without change	Revision of a currently approved collection	1981-08-04
198104-1545-192 Approved without change	Revision of a currently approved collection	1981-04-01