Clear Form
Montana Schedule K-1
(FID-3)
Benefi ciary’s Share of Income (Loss), Deductions, Credits, etc.
M M D D
2 0 1 1
M M D D Y Y Y Y
For the calendar year 2011, or tax year beginning
and ending
Mark applicable boxes:
Final Schedule K-1
Amended Schedule K-1
X
Name of Estate or Trust
Federal Employer
Identifi cation Number
Fiduciary’s Name
Mailing Address
City
State
Zip Code
Benefi ciary’ s Name
Federal Employer
Identifi cation Number
Mailing Address
OR
Social Security Number
City
State
Zip Code
What type of entity is this benefi ciary?
If benefi ciary is an individual, estate, or trust, the benefi ciary is a:
Full-year resident
Part-year resident
Full-year nonresident
A Montana additions to income
1. Interest and mutual fund dividends from state, county and municipal bonds from other states ............... A1.
00
2. Other additions. List type __________________________________________________ and amount A2.
00
B Montana deductions from income
1. Exempt interest and mutual fund dividends from federal bonds, notes and other obligations ................. B1.
00
2. Other deductions. List type ________________________________________________ and amount B2.
00
1. Interest income allocable to Montana ..........................................................................................................1.
00
2. Dividends allocable to Montana ...................................................................................................................2.
00
3. Business income or (loss) allocable to Montana .........................................................................................3.
00
4. Capital gain or (loss) allocable to Montana .................................................................................................4.
00
5. Rents, royalties, partnerships, S corporations, other estates and trusts, etc. allocable to Montana ...........5.
00
6. Net farm income (loss) allocable to Montana ..............................................................................................6.
00
7. Ordinary gain or (loss) allocable to Montana ...............................................................................................7.
00
8. Other income (loss) allocable to Montana. List type ______________________________ and amount 8.
00
9. Montana source additions to income reported on Form FID-3, Schedule A. Please include list with types
and amounts ................................................................................................................................................9.
00
1. Montana mineral royalty tax withheld ..........................................................................................................1.
00
2. Other information. List type _________________________________________________ and amount 2.
00
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