Forms starting with: S
Schedule of beneficiary's estate or trust income IR307
(published January 2008)
About this form
Any beneficiary who receives income or certain distributions from either a foreign trust or a non-qualifying trust must fill in this form. It helps us make sure that these distributions are taxed correctly in the hands of beneficiaries. (If a beneficiary is in more than one trust, complete a separate form for each.) Beneficiaries in qualifying trusts do not need to complete this form.
Adobe Acrobat PDF | 88kb | 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
Use this form to return a beneficiary's income and taxable distributions from a foreign or non-qualifying trust.
What you will need
- Beneficiary's IRD number
- Trust's IRD number
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After you finish
Attach this form to page 3 of your individual tax return.
