Gather your information
You will need your estate or trust’s:
- IRD number
- income details
- claimable losses
- bank account number
- distribution details.
Complete your IR6 return
Print, complete and sign this form
Complete other returns if required
If your fund is not a designated group investment fund as defined in section HR 3(6) of the Income Tax Act 2007, and your fund’s income is only Category B income you must also file a Group investment fund return IR44E.