Schedule K-1 (Form Fid-3) - Beneficiary'S Share Of Income (Loss), Deductions, Credits, Etc.

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2009 Schedule K-1 (Form FID-3)
Benefi ciary’s Share of Income (Loss), Deductions, Credits, etc.
To be completed by estate or trust fi ling Form FID-3
Check applicable box(es):  Amended K-1
 Final K-1
Part 1 - Estate or Trust Information
A Estate’s or trust’s federal employer ID number ________________________________________
B Name of estate or trust _________________________________________________________________________________________
C Fiduciary’s name, address and zip code
Part 2 - Benefi ciary Information
A Benefi ciary’s identifying number (SSN/FEIN) _________________________________________
B Benefi ciary’s name, address and zip code
C What type of entity is this benefi ciary? _____________________________________________________________________________
D If benefi ciary is an individual, estate, or trust, the benefi ciary is a:  Full-year resident
 Part-year resident
 Full-year nonresident
Part 3 - All Benefi ciaries–Montana Adjustments
Information only; see instructions.
Benefi ciary’s share of of federal income distribution deduction
Montana additions to income
Interest and mutual fund dividends from other states’ state, county and municipal bonds
Dividends not included in federal total income
Other income. List type ___________________________ and amount
Montana subtractions from income
Exempt interest and mutual fund dividends from federal bonds, notes and other obligations
Partial pension and annuity income exemption. See worksheet and instructions
Federal taxable U.S. Railroad Retirement Board benefi ts (Tier I and Tier II)
Other subtractions. List type ___________________________ and amount
Information only; see instructions.
Montana total income distribution to benefi ciary
Part 4 - Nonresident individual, estate or trust benefi ciary only–Montana source income (loss)
Ordinary business income (loss)
Net rental real estate income (loss)
Other net rental income (loss)
Guaranteed payments
Interest income
Ordinary dividends
Royalties
Net short-term capital gain (loss)
Net long-term capital gain (loss)
Net section 1231 gain (loss)
Other income (loss). List type ________________________ and amount
Part 5 - Supplemental information
Mineral royalties tax withholding
Other information. List type _________________________ and amount

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