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Massachusetts Free Printable  for 2021 Massachusetts Beneficiary's Massachusetts Information

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Beneficiary's Massachusetts Information
Schedule 2K-1

Massachusetts Department of Revenue Schedule 2K-1 Beneficiary’s Massachusetts Information Name of estate or trust Estate or trust employer Identification number Name of beneficiary Legal domicile (state) of beneficiary 2020 Identification number of beneficiary Street address City/Town State Zip State Zip City/Town State Zip Fill in one only: Percentage of beneficiary’s taxable income Name of fiduciary Street address City/Town In/care/of address ● Amended 2K-1  ● Final 2K-1 What type of entity is beneficiary? Fill in if beneficiary is a nonresident of Mass. ● Individual  ● Estate/trust  ● Charitable organization  ● Other ● Allocable share item Part B income 1 Wages, salaries, tips and other employee compensation. . . . . . . 1 2 Taxable pensions and annuities. . . . . . . . . . . . . . . . . . . . . . . . . . 2 3 Business/profession or farm income or loss. . . . . . . . . . . . . . . . . 3 4 Rental, royalty and REMIC income or loss. . . . . . . . . . . . . . . . . . 4 5 Massachusetts bank interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 6 Other income, such as winnings, lump-sum distributions, etc. (itemize). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 7 Deductions allowed decedents. . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Part A interest and dividend income 8 Interest and dividend income (do not include income from common trust funds). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 9 Common trust fund interest and dividend income . . . . . . . . . . . . 9 Part A capital gains 10 Taxable Part A 12% capital gains (do not include income from common trust funds). . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 11 Part A 12% short-term common trust fund capital gains . . . . . 11 Part C capital gains 12 Part C 5.0% long-term capital gains (do not include income from common trust funds) . . . . . . . . . . . . . . . . . . . . . . 12 13 Part C 5.0% long-term common trust fund capital gains . . . . . 13 a. Amount from federal b. 1041 allocable Massachusetts to this beneficiary adjustments 5 Fill in oval if showing a loss c. Total amounts using Mass- achusetts law (see instructions) d. Massachusetts source income (see instructions) 2020 SCHEDULE 2K-1, PAGE 2 Name of estate or trust Allocable share item Estate or trust employer Identification number (cont’d.) Credits and estimated tax payments 14 Taxes paid to other jurisdictions. . . . . . . . . . . . . . . . . . . . . . . . 14 15 Lead Paint. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 16a Economic Opportunity Area. . . . . . . . . . . . . . . . . . . . . . . . . 16a 16b Economic Development Incentive Program. . . . . . . . . . . . . 16b Certificate number. . . . . . . . . . 17 Brownfields. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Certificate number . . . . . . . . . . . 18 Low-Income Housing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Building Identification number. . . 19 Historic Rehabilitation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Certificate number . . . . . . . . . . . 20 Film Incentive. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Certificate number . . . . . . . . . . . 21 Medical Device. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Certificate number . . . . . . . . . . . 22 Employer Wellness Program. . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Certificate number . . . . . . . . . . . 23 Farming and Fisheries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 24 Senior Circuit Breaker. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 25 Solar/Wind . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 26 Septic. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 27 Certified Housing Development . . . . . . . . . . . . . . . . . . . . . . . . 27 Certificate number . . . . . . . . . . . 28 Life Sciences. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 29 Veterans Hire . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Certificate number . . . . . . . . . . . 30 Low-Income Housing Donation. . . . . . . . . . . . . . . . . . . . . . . . . 30 Certificate number . . . . . . . . . . . 31 Angel Investor. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 32 Apprentice. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Certificate number . . . . . . . . . . . 33 Vacant Store Front . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 Certificate number . . . . . . . . . . . a. Amount from federal b. 1041 allocable Massachusetts to this beneficiary adjustments c. Total amounts using Mass- achusetts law (see instructions) d. Massachusetts source income (see instructions) 2020 SCHEDULE 2K-1, PAGE 3 Name of estate or trust Allocable share item Estate or trust employer Identification number (cont’d.) Credits and estimated tax payments (cont’d.) 34 Estimated tax payments made on behalf of nonresident beneficiary by fiduciary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 35 Refundable Film. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 36 Refundable Dairy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 Certificate number . . . . . . . . . . . 37 Refundable Conservation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 Certificate number . . . . . . . . . . . 38 Refundable Community Investment. . . . . . . . . . . . . . . . . . . . . 38 Certificate number . . . . . . . . . . . 39 Other payments (see instructions). . . . . . . . . . . . . . . . . . . . . . 39 a. Amount from federal b. 1041 allocable Massachusetts to this beneficiary adjustments c. Total amounts using Mass- achusetts law (see instructions) d. Massachusetts source income (see instructions)
Extracted from PDF file 2020-massachusetts-schedule-2k-1.pdf, last modified September 2020

More about the Massachusetts Schedule 2K-1 Corporate Income Tax TY 2020

We last updated the Beneficiary's Massachusetts Information in February 2021, so this is the latest version of Schedule 2K-1, fully updated for tax year 2020. You can download or print current or past-year PDFs of Schedule 2K-1 directly from TaxFormFinder. You can print other Massachusetts tax forms here.

Other Massachusetts Corporate Income Tax Forms:

TaxFormFinder has an additional 126 Massachusetts income tax forms that you may need, plus all federal income tax forms.

Form Code Form Name
Form 3M Income Tax Return for Clubs and Other Organizations
Schedule RC Research Credit
Schedule 2K-1 Beneficiary's Massachusetts Information
Schedule DRE Disclosure of Disregarded Entity
Schedule D-IS Long-Term Capital Gains and Losses Excluding Collectibles

Download all MA tax forms View all 127 Massachusetts Income Tax Forms


Form Sources:

Massachusetts usually releases forms for the current tax year between January and April. We last updated Massachusetts Schedule 2K-1 from the Department of Revenue in February 2021.

Show Sources >

About the Corporate Income Tax

The IRS and most states require corporations to file an income tax return, with the exact filing requirements depending on the type of company.

Sole proprietorships or disregarded entities like LLCs are filed on Schedule C (or the state equivalent) of the owner's personal income tax return, flow-through entities like S Corporations or Partnerships are generally required to file an informational return equivilent to the IRS Form 1120S or Form 1065, and full corporations must file the equivalent of federal Form 1120 (and, unlike flow-through corporations, are often subject to a corporate tax liability).

Additional forms are available for a wide variety of specific entities and transactions including fiduciaries, nonprofits, and companies involved in other specific types of business.

Historical Past-Year Versions of Massachusetts Schedule 2K-1

We have a total of nine past-year versions of Schedule 2K-1 in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:



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