Michigan Fiduciary Income Tax Beneficiary Information Continuation Schedule

Fiduciary Income Tax Beneficiary Information Continuation Schedule
5680, 2023 Michigan Fiduciary Income Tax Beneficiary Information Continuation Schedule
Reset Form
Michigan Department of Treasury
5680 (Rev. 02-23), Page 1 of 2

2023 MICHIGAN Fiduciary Income Tax Beneficiary Information Continuation
Schedule
Issued under authority of Public Act 281 of 1967, as amended.

Complete this form if you have more than four (4) beneficiaries. This is a continuation of the Michigan Fiduciary Income Tax Return
(Form MI-1041), Schedules 2, 3 and 4.
Name of Estate or Trust

Federal Employer Identification Number (FEIN)

SCHEDULE 2: BENEFICIARY IDENTIFICATION
A
Name and Residency Status
R= Resident
NR= Nonresident

B
Address

C
Social Security number
or FEIN

(Number, Street, Apt. #, City, State, ZIP Code)

e.
f.
g.
h.
i.
j.
k.
I.

SCHEDULE 3: ALLOCATION OF NET MICHIGAN ADJUSTMENT FOR RESIDENT ESTATES OR TRUSTS

Beneficiary
Identification
from
Schedule 2

Type of Income
(Dividend, Interest, Rent, etc.)

Location
(City, State)

C

B

A
Federal Distributable Net Income

Amount

Allocation of Net
Percentage Michigan Adjustment
(Multiply amount on
of Amount
Form MI-1041 line 40 by
in
percentage in
Column A
Column B.)

e.

%

f.

%

g.

%

h.

%

i.

%

j.

%

k.

%

l.

%

Continue on page 2. If Schedule 4 does not apply, only submit page 1 of Form 5680 with your fiduciary return.

5680, Page 2 of 2

.

SCHEDULE 4: CAPITAL GAIN OR (LOSS) DISTRIBUTED TO BENEFICIARIES WHEN FORM MI-1041D IS FILED
Beneficiary
Identification
from
Schedule 2
e.
f.
g.
h.
i.
j.
k.
l.

A

B

Federal
Gain or (Loss)

Michigan
Gain or (Loss)