OMB control number

Tax on Accumulation Distribution of Trusts (Form 4970)

OMB 1545-0192 · TREAS/IRS.

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 is listed under ICR 201903-1545-002.

Latest Forms, Documents, and Supporting Material

Latest forms, documents, and information collections
DocumentType
Form Form 4970 Tax on Accumulation Distribution of TrustsForm and Instruction
Supporting Statement_1545-0192-MS.docxSupporting Statement A
Tax on Accumulation Distribution of Trusts Form and Instruction

All Historical Document Collections

Historical document collections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