Estates and Trusts Tax Forms and Instructions

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Tab/Accordion Items

Form Tax Year Description Electronic Options
D-407 2023 Income Tax Return for Estates and Trusts eFile
D-407A 2023 Estates and Trusts Income Tax Instructions  
NC-PE 2023 N.C. Additions and Deductions for Pass-Through Entities, Estates, and Trusts eFile
D-407TC 2023 Estates and Trusts Tax Credit Summary eFile
NC-NOL 2023 Net Operating Loss Worksheet eFile
NC-NOL Instructions 2023 Instructions for NC-NOL  
D-407V 2023 Estates and Trusts Payment Voucher eFile
D-407V Amended   Amended Estates and Trusts Payment Voucher  
D-407 NC K-1 2023 Beneficiary's Share of North Carolina Income, Adjustments, and Credits  
NC K-1 Supplemental Schedule 2023 Owner or Beneficiary’s Share of N.C. Additions and Deductions  
D-410P 2023 Application for Extension for Filing Estate or Trust Tax Return eFileFile and/or Pay Online
NC-1099NRS 2023 Report of Sale of Real Property by Nonresidents File Online
NC-EDU 2023 North Carolina Education Endowment Fund Contribution eFile

Form Tax Year Description Electronic Options
D-407 2022 Income Tax Return for Estates and Trusts eFile
D-407A 2022 Estates and Trusts Income Tax Instructions  
NC-PE 2022 N.C. Additions and Deductions for Pass-Through Entities, Estates, and Trusts eFile
D-407TC 2022 Estates and Trusts Tax Credit Summary eFile
NC-NOL 2022 Net Operating Loss Worksheet eFile
NC-NOL Instructions 2022 Instructions for NC-NOL  
D-407V 2022 Estates and Trusts Payment Voucher eFile
D-407 NC K-1 2022 Beneficiary's Share of North Carolina Income, Adjustments, and Credits  
NC K-1 Supplemental Schedule 2022 Owner or Beneficiary’s Share of N.C. Additions and Deductions  
D-410P 2022 Application for Extension for Filing Estate or Trust Tax Return eFileFile and/or Pay Online
NC-1099NRS 2022 Report of Sale of Real Property by Nonresidents File Online
NC-EDU 2022 North Carolina Education Endowment Fund Contribution eFile, File and/or Pay Online

Form Tax Year Description Electronic Options
D-407 2021 Income Tax Return for Estates and Trusts eFile
D-407A 2021 Estates and Trusts Income Tax Instructions  
NC-PE 2021 N.C. Additions and Deductions for Pass-Through Entities, Estates, and Trusts eFile
D-407TC 2021 Estates and Trusts Tax Credit Summary  
D-407V 2021 Estates and Trusts Payment Voucher eFile
D-407 NC K-1 2021 Beneficiary's Share of North Carolina Income, Adjustments, and Credits  
NC K-1 Supplemental Schedule 2021 Owner or Beneficiary’s Share of N.C. Additions and Deductions  
NC-1099NRS 2021 Report of Sale of Real Property by Nonresidents  
NC-EDU 2021 North Carolina Education Endowment Fund Contribution File Online

Form Tax Year Description Electronic Options
D-407 2020 Income Tax Return for Estates and Trusts eFile
D-407A 2020 Estates and Trusts Income Tax Instructions  
D-407TC 2020 Estates and Trusts Tax Credit Summary  
D-407V 2020 Estates and Trusts Payment Voucher eFile
D-407 NC K-1 2020

Beneficiary's Share of North Carolina Income, Adjustments, and Credits

 
D-410P 2020 Application for Extension for Filing Estate or Trust Tax Return eFile
NC-1099NRS 2020 Report of Sale of Real Property by Nonresidents  
NC-EDU 2020 North Carolina Education Endowment Fund Contribution File Online

 

 

Form Tax Year Description Electronic Options
D-407 2019 Income Tax Return for Estates and Trusts  
D-407A 2019 Estates and Trusts Income Tax Instructions  
D-407TC 2019 Estates and Trusts Tax Credit Summary  
D-407 NC-K1 2019 Beneficiary's Share of North Carolina Income, Adjustments, and Credits  
NC-1099NRS 2019 NRS Report of Sale of Real Property by Nonresidents File Online
NC-EDU 2019 North Carolina Education Endowment Fund Contribution  

Form Tax Year Description Electronic Options
D-407 2018 Income Tax Return for Estates and Trusts  
D-407A 2018 Estates and Trusts Income Tax Instructions  
D-407TC 2018 Estates and Trusts Tax Credit Summary  
D-407 NC-K1 2018 Beneficiary's Share of North Carolina Income, Adjustments, and Credits  
D-410P 2018 Application for Extension for Filing Estate or Trust Tax Return eFile
NC-1099NRS 2018 NRS Report of Sale of Real Property by Nonresidents File Online
NC-EDU 2018 North Carolina Education Endowment Fund Contribution  

Form Tax Year Description Electronic Options
D-407 2017 Income Tax Return for Estates and Trusts  
D-407A 2017 Estates and Trusts Income Tax Instructions  
D-407TC 2017 Estates and Trusts Tax Credit Summary  
D-407 NC-K1 2017 Beneficiary's Share of North Carolina Income, Adjustments, and Credits  
NC-1099NRS 2017 NRS Report of Sale of Real Property by Nonresidents File Online
NC-EDU 2017 North Carolina Education Endowment Fund Contribution  

Form Tax Year Description
D-407 2016 Income Tax Return for Estates and Trusts
D-407A 2016 Estates and Trusts Income Tax Instructions
D-407TC 2016 Estates and Trusts Tax Credit Summary
D-407 NC-K1 2016 Beneficiary's Share of North Carolina Income, Adjustments, and Credits
NC-EDU 2016 North Carolina Education Endowment Fund Contribution

Form Tax Year Description
D-407 2015 Income Tax Return for Estates and Trusts
D-407A 2015 Estates and Trusts Income Tax Instructions
D-407TC 2015 Estates and Trusts Tax Credit Summary
D-407 NC-K1 2015 Beneficiary's Share of North Carolina Income, Adjustments, and Credits

Form Tax Year Description
D-407 2014 Income Tax Return for Estates and Trusts
D-407A 2014 Estates and Trusts Income Tax Instructions
D-407TC 2014 Estates and Trusts Tax Credit Summary
D-407 NC-K1 2014 Beneficiary's Share of North Carolina Income, Adjustments, and Credits

Form Tax Year Description
D-407 2013 Income Tax Return for Estates and Trusts
D-407A 2013 Estates and Trusts Income Tax Instructions
D-407TC 2013 Estates and Trusts Tax Credit Summary
D-407 NC-K1 2013 Beneficiary's Share of North Carolina Income, Adjustments, and Credits

Form Tax Year Description
D-407 2012 Income Tax Return for Estates and Trusts
D-407A 2012 Estates and Trusts Income Tax Instructions
D-407TC 2012 Estates and Trusts Tax Credit Summary
D-407 NC-K1 2012 Beneficiary's Share of North Carolina Income, Adjustments, and Credits

Form Tax Year Description
D-407 2011 Income Tax Return for Estates and Trusts
D-407A 2011 Estates and Trusts Income Tax Instructions
D-407TC 2011 Estates and Trusts Tax Credit Summary
D-407 NC-K1 2011 Beneficiary's Share of North Carolina Income, Adjustments, and Credits

Form Tax Year Description
D-407 2010 Income Tax Return for Estates and Trusts
D-407A 2010 Estates and Trusts Income Tax Instructions
D-407TC 2010 Estates and Trusts Tax Credit Summary
D-407 NC-K1 2010 Beneficiary's Share of North Carolina Income, Adjustments, and Credits