Form D-407 - Estates And Trusts Income Tax Return - 2013 Page 2
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1
2Page 2
Legal Name (First 10 Characters)
Federal Employer ID Number
D-407
Web-Fill
10-13
Estate Information:
Trust Information:
Date Trust Created
Date of Decedent’s Death
Name and Address
of Grantor
If no return filed last year,
reason why
If no return filed last year,
reason why
Schedule A. North Carolina Fiduciary Adjustments (See instructions.)
Additions to Income
1. Interest income from obligations of states other than North Carolina
1.
2. State, local, or foreign income taxes deducted on the federal return
2.
3. Adjustment for Bonus Depreciation
3.
4. Other additions to income (See instructions)
4.
5.
Total additions to income (Add lines 1 through 4)
5.
Apportion the additions on Line 5 between the beneficiaries and the fiduciary on Schedule B, Line 3 below
Deductions from Income
6. Interest income from obligations of the United States or United States’ possessions
6.
7. Taxable portion of Social Security and Railroad Retirement benefits
7.
8. Federal, state, or local government retirement benefits exclusion
8.
(Not to exceed $4,000 - See instructions)
9. Private retirement benefits exclusion (Not to exceed $2,000)
9.
10. Add Lines 8 and 9
10.
11. Enter the amount from Line 10 or $4,000, whichever is less
11.
12. State, local, or foreign income tax refunds reported as income on federal return
12.
13. Adjustment for bonus depreciation added back in 2008, 2009, 2010, 2011, and 2012
(Add Lines 13a, 13b, 13c, 13d, and 13e, and enter total on Line 13f)
13a. 2008
13b. 2009
13c. 2010
13d. 2011
13e. 2012
13f.
14. Other deductions from income (See instructions)
14.
15. Total deductions from income (Add Lines 6, 7, 11, 12, 13f, and 14)
Apportion the deductions on Line 15 between the beneficiaries and the fiduciary on Schedule B, Line 4 below
15.
Important
Schedule B. Apportionment of Adjustments
(See instructions.)
If more than three beneficiaries, include separate schedule for additional beneficiaries.
Attach other pages
Beneficiary 1
Beneficiary 2
Beneficiary 3
Fiduciary
if needed.
1.
Identifying Number
2.
Name
3.
Additions
4.
Deductions
The fiduciary must provide each beneficiary an NC K-1 for Form D-407 or other information necessary for the beneficiary to prepare
Important:
the appropriate North Carolina Income Tax Return.
If the amount on Page 1, Line 7
is more than
But not over
The tax is
Tax Rate Schedule
$0
$12,750
6% of the amount on Line 7
$60,000
$12,750
$765 + 7% of amount over $12,750
----------
$60,000
$4,072.50 + 7.75% of amount over $60,000
MAIL TO: NC Department of Revenue, P.O. Box 25000, Raleigh, NC 27640-0640
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