What forms are required to be filed by an estate or trust?
Resident estate or trust: You are required to file the following forms: Form FID-3, pages 1 and 2, and on that form Schedule A, Schedule of Deductions/Subtractions, Schedule B, Schedule of Additions, Schedule C, Montana Allowable Miscellaneous Itemized Deductions Subject to 2% Floor, Schedule D, Income Distribution Deduction, Schedule E, Beneficiaries and Montana Income Distributions, Schedule G, Montana Tax Credits, if applicable, Schedule H, Credit for an Income Tax Liability Paid to Another State or Country, if applicable, Schedule I, Reporting of Special Transactions, if applicable, and also Federal Form 1041 in its entirety, You should also prepare a Montana Schedule K-1 for each beneficiary, if applicable. We cannot accept copies of federal Schedule K-1 in place of a completed Schedule E. If Schedule E is not completed, the processing of your return will be delayed until we receive this schedule. Nonresident estate or trust: You are required to file the following forms: Form FID-
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