Form D-407 - Estates And Trusts Income Tax Return - 2001
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42001 Estates and Trusts
D-407
Income Tax Return
North Carolina Department of Revenue
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For calendar year 2001, or other tax year beginning (MM-DD)
and
ending (MM-DD-YY)
(USE CAPITAL LETTERS FOR NAME AND ADDRESS)
Fill in all applicable
Name of Estate or Trust (Legal Name)
circles:
Initial Return
Federal Employer ID Number
Name of Fiduciary (Circle one):
Administrator
Executor
Other
Amended Return
County
Address
(Enter first five letters)
Final Return
Entity has
City
State
Zip Code
Nonresident
Beneficiaries
Estate Information:
Trust Information:
Date of Decedent’s Death
Date Trust Created
Name and Address
of Grantor
Was final distribution of assets
Yes
No
made during the tax year?
If no return filed last year,
If no return filed last year,
reason why
reason why
If amount on Line 1, 3, 5, 6, or 7 is negative, fill in circle.
Example:
Enter Whole U.S. Dollars Only
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.
1.
Federal taxable income (From Federal Form 1041, Line 22)
00
1.
,
,
,
.
Additions to taxable income (From Schedule B, Fiduciary Column,
2.
00
2.
Line 3)
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,
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3.
3.
Add Lines 1 and 2
00
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4.
4.
Deductions from taxable income (From Schedule B, Fiduciary Column,
00
Line 4)
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5.
Line 3 minus Line 4
5.
00
Did the entity receive for the benefit of a nonresident beneficiary
6.
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intangible income from any source or business income from
6.
00
sources outside of North Carolina? If so, enter the portion of
Line 5 attributable to this income; otherwise, enter zero
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7.
00
7.
North Carolina taxable income (Line 5 minus Line 6)
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8. Tax due (Use the Tax Rate Schedule on Page 2 to calculate the tax due)
8.
00
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9.
9.
Tax credits (From Form D-407TC)
00
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10.
10. Tax paid with extension
00
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11.
Other prepayments of tax
11.
00
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12.
Tax paid by partnerships or S Corporations (See instructions)
12.
00
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13.
13.
Total tax credits and payments (Add Lines 9 through 12)
00
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14.
If Line 8 is more than Line 13, subtract and enter the result
14.
00
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15.
15.
Penalties and interest (See instructions)
00
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$
16.
Add Lines 14 and 15 and enter the total - Pay this Amount
16.
00
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17. If Line 8 is less than Line 13, subtract and enter the Amount to be Refunded
17.
00
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