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Massachusetts Grantor's/Owner's Share of a Grantor Type Trust
Extracted from PDF file 2023-massachusetts-form-2-g.pdf, last modified June 2023Grantor's/Owner's Share of a Grantor Type Trust
2023 Massachusetts Department of Revenue Form 2G Grantor/Owner’s Share of a Grantor-Type Trust Tax year beginning Calendar year filers enter 01–01–2023 and 12–31–2023 below; fiscal year filers enter appropriate dates Tax year ending MM D D Y Y Y Y MM D D Y Y Y Y NAME OF GRANTOR/BENEFICIARY GRANTOR’S/OWNER’S IDENTIFICATION NUMBER LEGAL DOMICILE OF GRANTOR/BENEFICIARY MAILING ADDRESS OF GRANTOR/BENEFICIARY CITY/TOWN/POST OFFICE STATE ZIP + 4 NAME OF FIDUCIARY TITLE OF FIDUCIARY NAME OF ENTITY ENTITY’S IDENTIFICATION NUMBER FILL IN TYPE OF IDENTIFICATION NUMBER: C/O Federal ID number Social Security/ITIN ng Federal changes, Legislative changes, and Surtax cha MAILING ADDRESS OF FIDUCIARY CITY/TOWN/POST OFFICE Company account number Fill in all that apply: Date entity created Grantor-type trust Charitable remainder annuity trust Charitable remainder unitrust Pooled income fund STATE ZIP + 4 MM D D Y Y Y Y Other ____________________ Final 2G return Amended return Federal amendment Amended return due to IRS BBA Partnership Audit Filing Schedule TDS IF A LOSS, MARK AN X IN BOX 1 Dividends. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 0 0 2 Interest from corporate bonds or notes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2 0 0 3 Non-Massachusetts state and municipal bond interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 0 0 4 Other interest income (including Massachusetts bank interest; see line 15) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 0 0 5 Interest from U.S. obligations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5 0 0 6 Short-term capital gains. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 0 6 0 0 7 Short-term capital losses. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 DECLARATION. 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 PAID PREPARER’S SSN OR PTIN TITLE DATE PAID PREPARER’S PHONE PAID PREPARER’S EIN / / / / MAY DOR DISCUSS THIS RETURN WITH THE PREPARER? PAID PREPARER’S SIGNATURE DATE Yes / / MAIL TO MASSACHUSETTS DEPARTMENT OF REVENUE, PO BOX 7017, BOSTON, MA 02204. IS PAID PREPARER SELF-EMPLOYED? Yes 2023 FORM 2G, PAGE 2 NAME OF GRANTOR/BENEFICIARY GRANTOR’S/OWNER’S IDENTIFICATION NUMBER NAME OF ENTITY ENTITY’S IDENTIFICATION NUMBER 8 Gain on the sale, exchange or involuntary conversion of property used in a trade or business and held for one year or less . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 9 Loss on the sale, exchange or involuntary conversion of property used in a trade or business and held for one 0 0 year or less. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 0 0 10 Long-term capital gains or losses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 0 0 11 Massachusetts long-term capital gain or loss included in U.S. Form 4797, Part II (not included in line 10). . . . . . . 11 0 0 12 Long-term gains on collectibles and pre-1996 installment sales. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 0 0 13 Short-term capital gain or loss differences. Enclose statement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 0 0 14 Long-term capital gain or loss differences. Enclose statement. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 0 0 15 Massachusetts bank interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 0 0 16 Net rental and royalty income or loss. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 0 0 17 Business/profession or farm income or loss . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 0 0 0 0 cha ng 18Federal changes, Legislative changes, and Surtax Partnership or S corporation income or loss . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 19 Other income. Enclose statement. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 0 0 20 Short-term carryover losses. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 0 0 21 Other adjustments. Enclose statement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 0 0 22 Massachusetts income tax withheld. Be sure to enclose any forms or schedules (W-2, W-2G, 1099-G, 1099R, 3K-1 or SK-1) that show Massachusetts withholding . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 0 0 23 Nonresident withholding and pooled income fund/charitable remainder annuity or unitrust withholding. See instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 0 0 24 Massachusetts income tax paid by trustee. Add lines 22 and 23. If grantor or beneficiary enter this amount on Form 1, line 38c or Form 1-NR/PY, line 42c . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 0 0 25 Amount of ch 63D Entity-Level Tax paid by electing entity on behalf of this grantor or beneficiary. See instructions . . . . . . . . 25 0 0 Total paid ID number
Form 2-G
More about the Massachusetts Form 2-G Corporate Income Tax TY 2023
We last updated the Grantor's/Owner's Share of a Grantor Type Trust in January 2024, so this is the latest version of Form 2-G, fully updated for tax year 2023. You can download or print current or past-year PDFs of Form 2-G directly from TaxFormFinder. You can print other Massachusetts tax forms here.
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TaxFormFinder has an additional 126 Massachusetts income tax forms that you may need, plus all federal income tax forms.
| Form Code | Form Name |
|---|---|
| Form 2 | Fiduciary Income Tax Return |
| Schedule DRE | Disclosure of Disregarded Entity |
| Schedule D-IS | Long-Term Capital Gains and Losses Excluding Collectibles |
| Form 355-7004 | Corporate Extension Worksheet |
| Form 3 | Partnership Return |
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 Form 2-G from the Department of Revenue in January 2024.
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 Form 2-G
We have a total of twelve past-year versions of Form 2-G 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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