2007 Allocation of US Tax Payments to Beneficiaries

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Presentation transcript:

2007 Allocation of US Tax Payments to Beneficiaries Form 1041NR-T OMB No. 1545-1020 to Beneficiaries [Under Code Section 643(d) and (g)] 2007 Department of the Treasury Internal Revenue Service For calendar year 2007 or fiscal year beginning , and ending Fill in Fiduciary’s Name and Address Only if You are Filing this Form Separately and Not with Form 1041-NR. Name of trust (or decedent’s estate) Employer identification number Number, street, and room or suite no. (If a PO Box, see instructions.) Telephone number (optional) City State ZIP Code If you are filing this form for the final year of the estate or trust, check this box………. ► 1 Total amount of estimated taxes to be allocated to beneficiaries. Enter here and on Form 1041NR, Line 25b… $_____________ ► 2 Allocation to beneficiaries: (a) (b) ( c) (d) (e) Beneficiary’s Amount of Estimated Proration No. Beneficiary’s Name and Address Identifying Number Tax Payment Allocated to Beneficiary Percentage 1 % 2 % 3 % 4 % 5 % 6 % 7 % 8 % 9 % 10 % 3 Total from additional sheet(s)……………………………………………………… 3 4 Total amounts allocated. (Must equal Line 1, above.)……………………………. 4 Sign Here Only If You are Filing This Form Separately and Not with Form 1041NR. Under penalties of perjury, I declare that I have examined this allocation, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. ► Signature of Fiduciary or Officer Representing Fiduciary Date BAA for Paperwork Reduction Act Notice, see instructions. FIF Form 1041NR-T (2007)

Allocation to beneficiaries: (a) (b) ( c) (d) (e) Beneficiary’s Form 1041NR-T Page 2 1 Total amount of US withholding taxes to be allocated to beneficiaries. Enter here & on Form 1041NR, Line 25g.►$___________ 2 Allocation to beneficiaries: (a) (b) ( c) (d) (e) Beneficiary’s Amount of US Withholding Proration No. Beneficiary’s Name and Address Identifying Number Tax Payment Allocated to Beneficiary Percentage 1 % 2 % 3 % 4 % 5 % 6 % 7 % 8 % 9 % 10 % 3 Total from additional sheet(s)……………………………………………………. 3 4 Total amounts allocated. (Must equal Line 1, above.)…………………………… 4 Sign Here Only If You are Filing This Form Separately and Not with Form 1041NR. Under penalties of perjury, I declare that I have examined this allocation, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. ► Signature of Fiduciary or Officer Representing Fiduciary Date BAA for Paperwork Reduction Act Notice, see instructions. FIF Form 1041NR-T (2007)