Forms starting with: E
Estate or trust beneficiary details IR6B
(published January 2009)
About this form
This form outlines details of income for each beneficiary of an estate or trust for a given year. It is an attachment to the Income tax return: estate or trust (IR6) .
Adobe Acrobat PDF | 254kb | 2 pages
This form can be completed on-screen by typing content directly into the PDF document. Once you have completed the form it is important that you print it out as you will not be able to save the information you enter into the form.
When to use this form
Complete this return if you administer a trust or estate. If the trust or estate has no prospect or intention of deriving any assessable income in a given financial year, you may call us on 0800 377 774 with the name and IRD number of the trust and we will record that no return is required for that year.
What you will need
- The estate or trust's IRD number
- The IRD numbers of all beneficiaries
- Each beneficiary's share of income from the trust or estate.
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After you finish
Please print, sign and attach your completed IR6B to page 3 of your IR6 and post to your nearest Inland Revenue office.
You may wish keep a copy of this form for your personal records.
