Form Fid-3 - Montana Income Tax Return For Estates And Trusts - 2013 Page 8

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Form FID-3, Page 8 – 2013

FEIN

Schedule H – Reporting of Special Transactions

Complete Schedule H only if the estate or trust ﬁ led any of the federal income tax forms described below. Mark the appropriate box indicating which form(s)

the estate or trust ﬁ led with the Internal Revenue Service for this tax year. If the answer is “Yes” to one or more of these forms, the entity will need to include a

complete copy of the federal Form 1041.

1 The estate or trust ﬁ led federal Form 8918 – Material Advisor Disclosure Statement with the Internal Revenue Service .............................

Yes

Material advisors are required to ﬁ le Form 8918 for any reportable transactions.

2 The estate or trust ﬁ led federal Form 8824 – Like-Kind Exchanges with the Internal Revenue Service ...........................................................

Yes

NOTE: Mark the box if the like-kind exchange includes Montana property. Nonresidents do not have to report a like-kind exchange if

the properties involved do not include Montana property.

Form 8824 is used to report each exchange of business or investment property for property of a like kind.

3 The estate or trust ﬁ led federal Form 8865 – Return of U.S. Persons With Respect to Certain Foreign Partnerships with the Internal

Revenue Service ..................................................................................................................................................................................................

Yes

Form 8865 is used to report the information required under 26 USC 6038 (reporting with respect to controlled foreign partnerships),

section 6038B (reporting of transfers to foreign partnerships), or section 6046A (reporting of acquisitions, dispositions, and changes

in foreign partnership interest).

4 The estate or trust ﬁ led federal Form 8886 – Reportable Transaction Disclosure Statement with the Internal Revenue Service .................

Yes

Form 8886 is used to disclose information for each reportable transaction in which the estate or trust participated.

*13DT0801*