Montana Form FID-3 Schedule K-1 – Beneficiary’s Share of Income (Loss), Deductions, Credits, Etc.

December 10, 2024
A fiduciary of an estate or trust is required to provide a Montana Schedule K-1 to all beneficiaries. Montana Schedule K-1 shows information about a beneficiary’s share of income, gains, losses, deductions, credits and other items from an estate or trust. A beneficiary may need this information to complete the appropriate Montana tax return.