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Get the free 2016 Form 4970. Tax on Accumulation Distribution of Trusts

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Mar 5, 2018 ... A beneficiary of certain domestic trusts uses this form to figure the partial tax on accumulation distributions under section 667.
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Form 4970 is tax on excess retirement plan accumulations.
Individuals with excess retirement plan accumulations are required to file form 4970 tax.
Form 4970 should be filled out with details of excess retirement plan accumulations and calculations for the tax owed.
The purpose of form 4970 tax is to calculate and pay the tax on excess retirement plan accumulations.
Form 4970 requires reporting of excess retirement plan accumulations and details of the tax calculation.
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