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Schedule of beneficiary's estate or trust income (IR307)

(published September 2014)

About this form

Form to use to return a beneficiary's income and taxable distributions from a foreign or non-complying trust.

PDF | 54kb | 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

Any beneficiary who receives income or certain distributions from either a foreign trust or a non-complying 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 complying trusts do not need to complete this form.

What you will need
  • Beneficiary's IRD number
  • Trust's IRD number


After you finish

Attach this form to page 3 of your individual tax return.

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