Schedule 2k-1 - Beneficiary'S Massachusetts Information - 2014

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2014
Massachusetts
Schedule 2K-1
Department of
Beneficiary’s Massachusetts Information
Revenue
Name of estate or trust
Estate or trust employer identification
Name of beneficiary
Legal domicile of beneficiary (state)
Beneficiary’s identification number
Mailing address of beneficiary
City/Town
State
Zip
Name of fiduciary
Mailing address of fiduciary
City/Town
State
Zip
In care of address
City/Town
State
Zip
Check if: 
Amended 2K-1 
Final 2K-1    Beneficiary’s percentage of taxable income
What type of entity is this beneficiary? 
Individual 
Estate/trust 
Charitable organization 
Other
Is this beneficiary a nonresident of Massachusetts? 
Yes 
No
a. Amount
c. Total amounts
d.
from federal
b.
using Mass-
Massachusetts
Allocable share item
1041 allocable
Massachusetts
achusetts law
source income
Part B income
to this beneficiary
adjustments
(see instructions)
(see instructions)
11 Wages, salaries, tips and other employee compensation . . . 1
12 Taxable pensions and annuities . . . . . . . . . . . . . . . . . . . . . . . 2
13 Business/profession or farm income or loss. . . . . . . . . . . . . . 3
14 Rental, royalty and REMIC income or loss . . . . . . . . . . . . . . . 4
15 Massachusetts bank interest. . . . . . . . . . . . . . . . . . . . . . . . . . 5
16 Other income, such as winnings, lump-sum distributions,
etc. (itemize) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
17 Deductions allowed decedents . . . . . . . . . . . . . . . . . . . . . . . . 7
Part A interest and dividend income
18 Interest and dividend income (do not include income from
common trust funds) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
19 Common trust fund interest and dividend income . . . . . . . . . 9
Part A capital gains
10 Taxable Part A 12% capital gains (do not include income
from common trust funds). . . . . . . . . . . . . . . . . . . . . . . . . . . 10
11 Part A 12% short-term common trust fund capital gains . . . 11
Part C capital gains
12 Part C 5.2% long-term capital gains (do not include
income from common trust funds) . . . . . . . . . . . . . . . . . . . . 12
13 Part C 5.2% long-term common trust fund capital gains . . . 13

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