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Get the free California Allocation of Estimated Tax Payments for Beneficiaries

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Este documento es una forma de declaración para la asignación de pagos estimados de impuestos para beneficiarios de un patrimonio o fideicomiso en el estado de California para el año fiscal 2013.
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How to fill out California Allocation of Estimated Tax Payments for Beneficiaries

01
Obtain the California Allocation of Estimated Tax Payments for Beneficiaries form from the California tax authority website or your tax advisor.
02
Fill out your personal information at the top of the form, including your name, Social Security number, and address.
03
List any beneficiaries who received distributions from the trust or estate during the tax year.
04
Allocate the estimated tax payments among the beneficiaries based on the percentage each beneficiary received from the distributions.
05
Complete the calculations to ensure the total allocated payments equal the total estimated tax payments made.
06
Sign and date the form at the bottom to certify the information is correct.
07
Submit the completed form according to the instructions provided by the California tax authority.

Who needs California Allocation of Estimated Tax Payments for Beneficiaries?

01
Beneficiaries who receive distributions from trusts or estates that have made estimated tax payments.
02
Trustees or executors who are responsible for distributing income and filing taxes on behalf of the trust or estate.
03
Individuals who wish to allocate tax responsibilities fairly among all beneficiaries based on their respective distributions.
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California Allocation of Estimated Tax Payments for Beneficiaries is a form used to allocate estimated tax payments made on behalf of a trust or estate to its beneficiaries.
The fiduciary of a trust or estate is required to file the California Allocation of Estimated Tax Payments for Beneficiaries if estimated tax payments were made.
To fill out the form, provide the name, address, and taxpayer identification number of each beneficiary, along with the amount of estimated tax payments allocated to them.
The purpose is to ensure that beneficiaries receive credit for their share of estimated tax payments made by the trust or estate.
The form requires reporting of the beneficiary's name, address, taxpayer identification number, and the amount of estimated tax payments allocated to each beneficiary.
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