Part 2: Beneficiaries’ Share of Income and Deductions
For resident beneficiaries and those nonresident beneficiaries for whom the tax is not being paid at the trust level.
Beneficiary “A”
Beneficiaries’ Identification...
Beneficiary “B”
Name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Street or mailing address . . . . . . . . . . . . . . .
City, State and Zip . . . . . . . . . . . . . . . . . . . . .
Social Security Number . . . . . . . . . . . . . . . .
Income...
Federal
State
Federal
State
1 Interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Dividends . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3 Short term capital gain (or loss) . . . . . . . . . . . .
4 Long term gain (or loss) . . . . . . . . . . . . . . . . . .
5 Other taxable income: (itemize) . . . . . . . . . . .
6 State, municipal interest . . . . . . . . . . . . . . . . . .
7 U.S. Interest . . . . . . . . . . . . . . . . . . . . . . . . . . .
Deductions...
8 Depreciation and depletion . . . . . . . . . . . . . . .
9 Expenses allocable to federal exempt income .
10 Expenses allocable to Okla. exempt income . .
11 Other . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Credits...
12 Withholding . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Beneficiary “D”
Beneficiary “C”
Beneficiaries’ Identification...
Name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Street or mailing address . . . . . . . . . . . . . . .
City, State and Zip . . . . . . . . . . . . . . . . . . . . .
Social Security Number . . . . . . . . . . . . . . . .
Income...
State
Federal
Federal
State
1 Interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Dividends . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3 Short term capital gain (or loss) . . . . . . . . . . . .
4 Long term gain (or loss) . . . . . . . . . . . . . . . . . .
5 Other taxable income: (itemize) . . . . . . . . . . .
6 State, municipal interest . . . . . . . . . . . . . . . . . .
7 U.S. Interest . . . . . . . . . . . . . . . . . . . . . . . . . . .
Deductions...
8 Depreciation and depletion . . . . . . . . . . . . . . .
9 Expenses allocable to federal exempt income .
10 Expenses allocable to Okla. exempt income . .
11 Other . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Credits...
12 Withholding . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Under penalties of perjury, I declare that I have examined this return, including accompanying statements, and to the best of my knowledge and belief it is true, correct and complete.
Signature of Fiduciary
Date
Signature of Preparer
Date
Title
Preparer’s Address
EIN of Fiduciary
Phone Number
Preparer’s ID Number
Phone Number
The Oklahoma Tax Commission is not required to give actual notice to taxpayers of changes in any state tax law.