ACCOUNTING RESOURCES
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IR307
Schedule of beneficiary’s estate or trust income
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 IRD make sure that these distributions are taxed correctly in the hands of beneficiaries.
IR462
Settlors of trusts disclosure
Use this form to disclose a settlement of a trust.
IR110
Statement of assets and liabilities
You must show all the assets and liabilities of both you and any dependent children. This includes overseas assets and liabilities.