Form 2 - Fiduciary Income Tax Return - 2016
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FOR PRIVACY ACT NOTICE,
PRINT IN BLACK INK
SEE INSTRUCTIONS.
Calendar year filers enter 01-01-2016 and 12-31-2016 below. Fiscal year filers enter appropriate dates.
Tax year beginning 3
Tax year ending 3
Form 2
Fiduciary Income Tax Return
2016
ESTATE OR TRUST EMPLOYER IDENTIFICATION NUMBER
NAME OF ESTATE OR TRUST
NAME OF FIDUCIARY
TITLE OF FIDUCIARY
MAILING ADDRESS OF FIDUCIARY
CITY/TOWN/POST OFFICE
STATE
ZIP + 4
C/O
Company account number 3
Date entity created 3
Fill in all that apply:
Qualified settlement fund
Trustee in bankruptcy
Decedent’s estate
Qualified funeral trust
Complex trust
Simple trust
Guardianship/conservatorship
Change in trust’s name
Change in fiduciary
Change in fiduciary’s name
Change in fiduciary’s address
Nonresident beneficiaries listed on return
Resident estate or trust
Filing Schedule TDS (see instr.)
3
Initial return
Final return
Nonresident estate or trust
Consolidated Form 2G
3
3
3
3
Fill in if:
Amended return (see instructions)
Amended return due to federal change
Member of a lower-tier entity
3
3
3
PART B INCOME
0 0
1
Wages, salaries, tips and other employee compensation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 1
0 0
2
Taxable pensions and annuities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 2
If showing a loss, mark an X in box at left
5
0 0
3
Business/profession or farm income or loss. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 3
0 0
4
Rental, royalty and REMIC income or loss (enclose Massachusetts Schedule E) . . . . . . . . . . . . 3 4
0 0
5
Total Part B 5.1% interest from Massachusetts banks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 5
0 0
6
Other Part B 5.1% income (winnings, lump-sum distributions, etc.). Enclose statement. . . . . . . 3 6
0 0
7
Total Part B 5.1% income. Add lines 1 through 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
0 0
8
Deductions allowed decedents. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 8
0 0
9
Total Part B 5.1% income less deductions allowed decedents. Subtract line 8 from line 7 . . . . . . . 9
0 0
10
Income distribution deduction (from Schedule IDD, line 5). Enclose Schedules IDD and 2K-1 . . . . 3 10
SIGN HERE. Under penalties of perjury, I declare that to the best of my knowledge and belief this return and enclosures are true, correct and complete.
Signature of fiduciary
Date
Print paid preparer’s name
Preparer’s SSN
or PTIN
3
/
/
Title
Date
Paid preparer’s phone
Paid preparer’s
(
)
EIN
3
/
/
May DOR discuss this return with the preparer?
3
Yes
3
Paid preparer’s signature
Date
Fill in if self-employed
/
/
Name of designated tax matters partner
Identifying number of tax matters partner
3
3
Mail to: Massachusetts Department of Revenue, PO Box 7018, Boston, MA 02204.
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