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- Click ‘Get Form’ to open the California 5870A 2017 form in the editor.
- Begin by entering your name and Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN) at the top of the form. Ensure that this information matches your tax return.
- Fill in the name of the trust and its Federal Employer Identification Number (FEIN). Provide the state and address of the trust, including city and zip code.
- In Part I, indicate the number of trusts from which you received accumulation distributions during this taxable year. Proceed to complete each line carefully, following instructions for calculations based on previous distributions.
- For Section B, if applicable, check whether you were a resident or part-year resident for each year listed. Enter your taxable income before distribution for the five preceding years as instructed.
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