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Gather your information

You will need your estate or trust’s:

  • IRD number
  • income details
  • claimable losses
  • bank account number
  • distribution details.

Log in to myIR

Go to your income tax return and follow the prompts

  • Select your income types.
  • Enter the required information, including any beneficiary distributions
  • Complete any additional forms that apply to your situation.

Our Estate or trust return guide - IR6 and our Estate or trust return notes and worksheet - IR6N will help you understand the filing amounts.