Form 2g - Grantor'S Or Other Owner'S Share Of Income, Deductions, Credits, Etc. Of A Grantor-Type Trust - 1998

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1998

Form 2G

Massachusetts

Grantor’s or Other Owner’s Share of Income,

Department of

Deductions, Credits, Etc. of a Grantor-type Trust

Revenue

To be reported on Massachusetts Individual Income Tax Return.

Name of entity

Grantor-type trust

Pooled Income Fund

Grantor’s/Beneficiary’s Identification Number

Entity’s Employer Identification Number

Charitable Remainder Annuity Trust

Charitable Remainder Unitrust

Legal Domicile

Other ______________________

Grantor’s/Beneficiary’s Name

Address

State

Zip

¨ 1

Fiduciary’s Name

Address

State

Zip

(a) Allocable Share Item

(b) Amount

(or Form 1-NR/PY) the Column b

Amounts as Indicated Below

12 Dividends . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

13 Interest: (a) Corporate bonds, notes. . . . . . . . . . . . . . . . . . . . . . . . . . . 13a

Mass. Schedule B,

(b) Non-Mass. municipal bonds . . . . . . . . . . . . . . . . . . . . . . . 13b

line 1 and/or 3

see line 13 below) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13c

(d) Total interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13d

14 Exempt U.S. interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Mass. Sch. B, line 6

15 Short-term capital gains . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Mass. Sch. B, line 8

16 Short-term capital (losses) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 (

)

Mass. Sch. B, line 14

17 Gain on the sale, exchange or involuntary conversion of property

used in a trade or business and held for one year or less . . . . . . . . . . 17

Mass. Sch. B, line 10

18 (Loss) on the sale, exchange or involuntary conversion of property

used in a trade or business and held for one year or less . . . . . . . . . . 18 (

)

Mass. Sch. B, line 15

Mass. Sch. D

19 Long-term gain or (loss)** . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

10 Massachusetts long-term capital gain or (loss) included in

U.S. Form 4797, Part II (not included in line 9)** . . . . . . . . . . . . . . . . . 10

Mass. Sch. D, line 6

11 Long-term gains on collectibles and pre-1996 installment sales** . . . . 11

Mass Sch. D, line 10 and Sch. B, line 9

12 Capital gain or (loss) differences: a) Short-term . . . . . . . . . . . . . . . . . 12a

Mass. Sch. B

b) Long-term** . . . . . . . . . . . . . . . . 12b

Mass. Sch. D, line 8

Form 1, line 5a (or Form 1-NR/PY, line 7a)

13 Mass. bank interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

and Mass. Sch. B, line 5

14 Net rental and royalty income or (loss). . . . . . . . . . . . . . . . . . . . . . . . . 14

15 Profit or (loss) from business/farm

Mass. Sch. E, Part III

(attach Mass. and U.S. Sch. C or U.S. Sch. F) . . . . . . . . . . . . . . . . . . 15

16 Partnership or S corporation income or (loss) . . . . . . . . . . . . . . . . . . . 16

17 Other income __________________________________ . . . . . . . . . . 17

18 Short-term carryover (losses). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 (

)

Mass. Sch. B, line 16

19 Other adjustments ______________________________ . . . . . . . . . . 19

Form 1, line 31 or 1-NR/PY, line 36.

20 1998 Mass. estimated tax paid by trustee*** . . . . . . . . . . . . . . . . . . . . 20

Enter trust’s ID no. to the right of line 31 or 36

*Some amounts are included automatically on the Massachusetts return as a result of being carried over by you from your U.S. Form 1040. Do not report any dividends or interest

on Mass. Schedule E. Also, see Form 1 instructions.

**The trustee may provide each grantor or beneficiary with a breakdown of long-term capital gains and (losses) by the applicable holding period(s). If the trustee does not do so, all

long-term capital gains and (losses) are to be reported as being held for more than one year but not more than two years, and excluding long-term gains on collectibles taxed at 5%.

***Estimated tax payments are required from resident grantors or other owners of a grantor-type trust. Nonresidents see the back of this form.

Grantor/Beneficiary: Enclose this form with your Massachusetts Individual Income Tax Return.

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my

knowledge and belief it is true, correct and complete. Declaration of preparer is based on all information of which he/she has any knowledge.

Fiduciary’s signature

Date

Paid preparer’s signature and Social Security number

Date

Firm name (or yours, if self-employed) and address

Employer identification number

Check if self-employed

Warning: Willful tax evasion — including underreporting income, overstating deductions or exemptions, or failing to file and otherwise evade taxes — is a

felony. Conviction can result in a jail term of up to five years and/or a fine of up to $100,000.