- 1 -
|
PRINT IN BLACK INK FOR PRIVACY ACT NOTICE,
SEE INSTRUCTIONS.
Calendar year filers enter 01-01-2009 and 12-31-2009 below. Fiscal year filers enter appropriate dates.
Tax year beginning (month–day–year) 3 Tax year ending (month–day–year) 3
Form 2G Grantor’s/Owner’s Share of a Grantor-Type Trust 2009
NAME OF GRANTOR/BENEFICIARY GRANTOR/OWNER’S IDENTIFICATION NUMBER
LEGAL DOMICILE
MAILING ADDRESS OF GRANTOR/BENEFICIARY CITY/TOWN/POST OFFICE STATEZIP + 4
NAME OF FIDUCIARY ENTITY’S IDENTIFICATION NUMBER
TITLE OF FIDUCIARY
NAME OF ENTITY
C/O
MAILING ADDRESS OF FIDUCIARY CITY/TOWN/POST OFFICE STATEZIP + 4
Ovals must be filled in completely. Example:
Fill in applicable ovals:3 Grantor-type trust 3 Pooled income fund 3 Charitable remainder annuity trust
3 Charitable remainder unitrust 3 Amended
Other 5 If showing a loss, mark an X in box at left
1 Dividends . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 00
2 Interest from corporate bonds or notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 2 00
3 Non-Massachusetts state and municipal bond interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 3 00
4 Other interest income (including Massachusetts bank interest-see line 15) . . . . . . . . . . . . . . . . . . . . . . 3 4 00
5 Interest from U.S. obligations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 5 00
6 Short-term capital gains . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 6 00
7 Short-term capital losses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 00
8 Gain on the sale, exchange or involuntary conversion of property used in a trade or business
and held for one year or less . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 8 00
9 Loss on the sale, exchange or involuntary conversion of property used in a trade or business
and held for one year or less . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 9 00
10 Long-term capital gains or losses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 10 00
SIGN HERE. Under penalties of perjury, I declare that to the best of my knowledge and belief this return and enclosures are true, correct and complete.
Signature of fiduciary Date Print paid preparer’s name Preparer’s SSN
// or PTIN
Title Paid preparer’s phone Paid preparer’s
( ) EIN
May DOR discuss this return with the preparer?3 Yes Paid preparer’s signature Date Fill in if self-employed
//
Mail to: Massachusetts Department of Revenue, PO Box 7017, Boston, MA 02204.
|