Article: 50297

Overview

Use CA Form 3805P to report additional tax on early distributions from qualified retirement accounts, IRAs, annuities, MSAs, or modified endowment contracts.

You may need to override system-calculated amounts to force the form to print.

Add Form 3805P

To add the Form 3805P:

1. Go to the State taxes section.
2. Select I’d like to see the forms I’ve filled out or search for a form.
3. In the drop list, select California.
4. Select the Other tab.
5. Select 3805P – Additional Taxes on Qualified Plans to add and open the form.
6. Complete the form with your applicable information.
7. Click Save to apply changes.

Further Information

See the CA Form 3805P instructions for more information.