File pg. 1
FOR PRIVACY ACT NOTICE,
PRINT IN BLACK INK
SEE INSTRUCTIONS.
Calendar year filers enter 01-01-2014 and 12-31-2014 below. Fiscal year filers enter appropriate dates.
Tax year beginning 3
Tax year ending 3
Form 2
Fiduciary Income Tax Return
2014
ESTATE OR TRUST EMPLOYER IDENTIFICATION NUMBER
NAME OF ESTATE OR TRUST
NAME AND 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
If an amended return, fill in one:
Increase in tax
Decrease in tax
No change in tax
Are you a member of a lower-tier entity?:
Yes
N o
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 5.2% interest from Massachusetts banks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 5
0 0
6
Other Part B 5.2% income (winnings, lump-sum distributions, etc.). Enclose statement. . . . . . . 3 6
0 0
7
Total Part B 5.2% income. Add lines 1 through 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
0 0
8
Deductions allowed decedents. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 8
0 0
9
Total Part B 5.2% 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
0 0
11
Part B 5.2% income taxable to fiduciary. Subtract line 10 from line 9. Not less than “0” . . . . . . . . . . 11
0 0
12
Nonresident/charitable deduction. Not less than “0.” See instructions . . . . . . . . . . . . . . . . . . . . . . 3 12
0 0
13
Net Part B 5.2% income taxable to fiduciary. Subtract line 12 from line 11. Not less than “0”. . . . . . 13
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
2 2 2 2 2 2 22
or PTIN
22
3
/
/
Title
Date
Paid preparer’s phone
Paid preparer’s
2 2 2 2 2 2 2 2 2 222
(
)
EIN
22
/
/
3
May DOR discuss this return with the preparer?
Yes
Paid preparer’s signature
Date
Fill in if self-employed
3
3
2 2 2 2 2 2
/
/
Name of designated tax matters partner
Identifying number of tax matters partner
3
3
Mail to: Massachusetts Department of Revenue, PO Box 7025, Boston, MA 02204.