Form D407 - Estates And Trusts Income Tax Return - 2004

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2004 Estates and Trusts
D-407
Income Tax Return
North Carolina Department of Revenue
0 4
For calendar year 2004, or other tax year beginning (MM-DD)
and
ending (MM-DD-YY)
Name of Estate or Trust (Legal Name)
(USE CAPITAL LETTERS FOR NAME AND ADDRESS)
Fill in all applicable circles:
Initial Return
Amended Return
Name of Fiduciary (Circle one):
Administrator
Executor
Other
Federal Employer ID Number
Final Return
Entity has Nonresident
Beneficiaries
Address
County
(Enter first five letters)
If estate return, was final
distribution of assets
made during the tax year?
City
State
Zip Code
Yes
No
If amount on Line 1, 3, 5, 6, or 7 is negative, fill in circle.
Example:
Enter Whole U.S. Dollars Only
,
,
,
.
1.
Federal taxable income (From Federal Form 1041, Line 22)
00
1.
,
,
,
.
Additions to taxable income (From Schedule B, Fiduciary Column,
2.
2.
00
Line 3)
,
,
,
.
3.
3.
Add Lines 1 and 2
00
,
,
,
.
4.
Deductions from taxable income (From Schedule B, Fiduciary Column,
4.
00
Line 4)
,
,
,
.
5.
5.
Line 3 minus Line 4
00
6.
Did the entity receive for the benefit of a nonresident beneficiary
,
,
,
.
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
,
,
,
.
7.
7.
00
North Carolina taxable income (Line 5 minus Line 6)
,
,
,
.
8. Tax due (Use the Tax Rate Schedule on Page 2 to calculate the tax due)
8.
00
,
,
,
.
9. Tax credits (From Form D-407TC)
9.
00
,
,
,
.
10.
10. Tax paid with extension
00
,
,
,
.
11.
Other prepayments of tax
11.
00
,
,
,
.
12.
Tax paid by partnerships or S Corporations (See instructions)
12.
00
,
,
,
.
13.
13.
Total tax credits and payments (Add Lines 9 through 12)
00
,
,
,
.
14.
If Line 8 is more than Line 13, subtract and enter the result
14.
00
,
,
,
.
15.
Penalties and interest (See instructions)
15.
00
,
,
,
.
$
16.
Add Lines 14 and 15 and enter the total - Pay this Amount
16.
00
,
,
,
.
17. If Line 8 is less than Line 13, subtract and enter the Amount to be Refunded
17.
00
I certify that, to the best of my knowledge, this return is accurate and complete.
If prepared by a person other than fiduciary, this certification is based on all
information of which the preparer has any knowledge.
Signature of Fiduciary Representing Estate or Trust
Signature of Preparer Other Than Fiduciary
Date
Date
Address
Daytime Telephone Number (Include area code.)
Preparer’s Daytime Telephone Number (Include area code.)

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