CLEAR FORM
No
Staples
F
2012 Montana Income Tax Return for Estates and Trusts
Form FID-3
Include a complete copy of the federal Form 1041 and all related forms and schedules.
M M D D 2 0 1 2
M M D D Y Y Y Y
For calendar year 2012 or tax year beginning
and ending
Mark all that apply.
Name of Estate or Trust
FEIN
Initial return
Final return
Name and Title of Fiduciary
Date Entity Created
M M D D Y Y Y Y
Amended return
Enter number of:
Refund return
Schedules K-1 included
Mailing Address
NOL carryback
Resident benefi ciaries
Estate or fi ling
City
State
Zip Code + 4
Nonresident benefi ciaries
trust made a
Other types of benefi ciaries
Sec. 645 election
Entity Type
Residency Status
Decedent’s
Qualifi ed disability trust
Bankruptcy estate (Chapter 11)
Resident
Resident part-year
estate
ESBT
Pooled income fund
Nonresident
State moved to
Simple trust
Grantor type trust
Qualifi ed funeral trust
State moved from
Complex trust
Bankruptcy estate (Chapter 7)
Other ______________________
______________________
Date of change
M M D D Y Y Y Y
Enter amounts on lines 1 through 17 corresponding to your federal return. Round to the nearest dollar. If no entry, leave blank.
1 Interest income ........................................................................................................................................................................... 1
00
2 Ordinary dividends ...................................................................................................................................................................... 2
00
3 Business income or (loss).
Federal Business Code/NAICS
...... 3
00
4 Capital gain or (loss) ................................................................................................................................................................... 4
00
5 Rents, royalties, partnerships, other estates and trusts, etc. ...................................................................................................... 5
00
6 Farm income or (loss) ................................................................................................................................................................. 6
00
7 Ordinary gain or (loss) ................................................................................................................................................................ 7
00
8 Other income. List type and amount
_________________________________________
....................................................... 8
00
9 Add lines 1 through 8. Total federal income. ............................................................................................................................ 9
00
Line 9 must equal the total income reported on federal Form 1041 (see instructions for Electing Small Business Trust).
10 Interest ......................................................................................................................................................................................10
00
11 Taxes (do not include federal income tax deduction) ............................................................................................................... 11
00
12 Fiduciary fees ........................................................................................................................................................................... 12
00
13 Charitable deduction ................................................................................................................................................................. 13
00
14 Attorney, accountant, and return preparer fees ........................................................................................................................ 14
00
15a Other deductions not subject to the 2% fl oor (include schedule) ........................................................................................... 15a
00
15b Allowable miscellaneous itemized deductions subject to 2% fl oor ......................................................................................... 15b
00
16 Add lines 10 through 15b. ......................................................................................................................................................... 16
00
17 Federal adjusted total income or (loss). Subtract line 16 from line 9. (The amount on this line must equal federal Form
1041, line 17.) ........................................................................................................................................................................... 17
00
18 Montana additions from Schedule A, line 10 ............................................................................................................................ 18
00
19 Montana deductions and subtractions from Schedule B, line 9 ................................................................................................ 19
00
20 Add lines 17 and 18, then subtract line 19. Montana adjusted total income or (loss). ........................................................ 20
00
21 Montana income distribution deduction from Schedule C, line 13, but not less than zero ....................................................... 21
00
22 Exemption ................................................................................................................................................................................. 22
2240 00
23 Add lines 21 and 22. Total Montana income distribution deduction and exemption. ........................................................ 23
00
24 Subtract line 23 from line 20. Montana taxable income. ........................................................................................................ 24
00
*12DT0101*
*12DT0101*