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California Free Printable 2023 Form 3805P Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts for 2024 California Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts

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Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts
2023 Form 3805P Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts

TAXABLE YEAR 2023 First name Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts CALIFORNIA FORM 3805P Initial Last name SSN or I T I N Address (number and street, PO Box, or PMB no.) Apt. no. /Ste. no. City State Part I Check this box if this is an amended form • ZIP code Additional Tax on Early Distributions – Complete this part if you received a taxable distribution, before you reached age 59½, from a qualified retirement plan (including an IRA) or modified endowment contract. You may also have to complete this part if you received a federal Form 1099-R that incorrectly indicates an early distribution or you received a Roth IRA distribution (see instructions). 1 Early distributions included in income. For Roth IRA distributions, see instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 00 2 Early distributions included on line 1 that are not subject to additional tax. See instructions. Enter the appropriate exception ................................................................. 2 00 number from instructions 3 Amount subject to additional tax. Subtract line 2 from line 1*. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 00 4 Tax due. Multiply line 3 by 2½% (.025). Enter the amount here and include this amount in the total on Form 540, line 63 or Form 540NR, line 73. If you are not required to file a California income tax return, sign this form below and refer to 4 00 the instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . *If any part of the amount on line 3 was a distribution from a SIMPLE IRA, you may have to include 6% (.06) of that amount on line 4 instead of 2½% (.025). See instructions. Part II Additional Tax on Certain Distributions from Education Accounts and ABLE Accounts – Complete this part if you included an amount in income on Schedule CA (540 or 540NR) from a Coverdell education savings account (ESA), a qualified tuition program (QTP), or an ABLE account. 5 6 7 8 Distributions included in income from a Coverdell ESA, a QTP, or an ABLE account. See instructions . . . . . . . . . . . . . . . . . . Distributions included on line 5 that are not subject to additional tax. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Amount subject to additional tax. Subtract line 6 from line 5. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Tax due. Multiply line 7 by 2½% (.025). Enter the amount here and include this amount in the total on Form 540, line 63 or Form 540NR, line 73. If you are not required to file a California income tax return, sign this form below and refer to the instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 6 7 00 00 00 8 00 Part III Additional Tax on Distributions from Archer and Medicare Advantage Medical Savings Accounts (MSAs) – Complete this part if you reported a taxable distribution from an MSA on federal Form 8853. 9 Taxable Archer MSA distribution from federal Form 8853, line 8. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 10 a If you meet any of the exceptions to the 12.5% tax (see instructions), check here. . . . . . . . . . . . . . . . . . . . . 10a • b Otherwise, multiply line 9 by 12.5% (.125). Enter the amount here and include this amount in the total on Form 540, line 63 or Form 540NR, line 73. If you are not required to file a California income tax return, sign this form below and refer to the instructions . . . . . . . . . . . . . . . . . . . . . 10b 00 11 Additional tax due from Medicare Advantage MSA distributions. Enter the amount from federal Form 8853, line 13b. Also, include this amount in the total on Form 540, line 63 or Form 540NR, line 73. If you are not required to file a California income tax return, sign this form below and refer to the instructions. Form 540NR filers, see instructions . . . . . . . . . . . . . . 11 Signature. Complete only if you are filing this form by itself and not with your tax return. Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. It is unlawful to forge a spouse’s/registered domestic partner’s signature. Your signature Date X Signature of paid preparer (declaration of preparer is based on all information of which preparer has any knowledge.) PTIN Firm’s name (or yours if self-employed) and address Firm's FEIN For Privacy Notice, get FTB 1131 EN-SP. 7511233 FTB 3805P 2023 00 00
Extracted from PDF file 2023-california-form-3805-p.pdf, last modified January 2024

More about the California Form 3805-P Individual Income Tax TY 2023

Taxpayers are required to fill in basic information along with filing their additional tax information based on early distributions, distributions from education accounts and ABLE accounts, and/or distributions from archer and Medicare Advantage Medical Savings Accounts (MSAs).

We last updated the Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts in January 2024, so this is the latest version of Form 3805-P, fully updated for tax year 2023. You can download or print current or past-year PDFs of Form 3805-P directly from TaxFormFinder. You can print other California tax forms here.


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Other California Individual Income Tax Forms:

TaxFormFinder has an additional 174 California income tax forms that you may need, plus all federal income tax forms.

Form Code Form Name
Form 540 California Resident Income Tax Return
Form 540 Booklet Personal Income Tax Booklet - Forms & Instructions
Form 540 Schedule CA California Adjustments - Residents
Form 540X-INS 2019 Intstructions for Schedule X
Form 540-540A Instructions California 540 Form Instruction Booklet

Download all CA tax forms View all 175 California Income Tax Forms


Form Sources:

California usually releases forms for the current tax year between January and April. We last updated California Form 3805-P from the Franchise Tax Board in January 2024.

Show Sources >

About the Individual Income Tax

The IRS and most states collect a personal income tax, which is paid throughout the year via tax withholding or estimated income tax payments.

Most taxpayers are required to file a yearly income tax return in April to both the Internal Revenue Service and their state's revenue department, which will result in either a tax refund of excess withheld income or a tax payment if the withholding does not cover the taxpayer's entire liability. Every taxpayer's situation is different - please consult a CPA or licensed tax preparer to ensure that you are filing the correct tax forms!

Historical Past-Year Versions of California Form 3805-P

We have a total of thirteen past-year versions of Form 3805-P in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:


2023 Form 3805-P

2023 Form 3805P Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts

2022 Form 3805-P

2022 Form 3805P Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts

2021 Form 3805-P

2021 Form 3805P Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts

2020 Form 3805-P

2020 Form 3805P Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts

2019 Form 3805-P

2019 Form 3805P Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts

2018 Form 3805-P

2018 Form 3805P - Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts

2017 Form 3805-P

2017 Form 3805P - Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts

2016 Form 3805-P

2016 Form 3805P -- Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts California

Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts 2015 Form 3805-P

2015 Form 3805P -- Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts

Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts 2014 Form 3805-P

2014 Form 3805P -- Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts

Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts 2013 Form 3805-P

2013 Form 3805P -- Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts

2012 Form 3805-P

2012 Form 3805P

2011 California Form 3805P 2011 Form 3805-P

2011 Form 3805P -- Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts


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