Estates and Trusts Tax Forms and Instructions
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Tab/Accordion Items
| Form | Tax Year | Description | Electronic Options |
|---|---|---|---|
| D-407 | 2024 | Income Tax Return for Estates and Trusts | eFile |
| D-407A | 2024 | Estates and Trusts Income Tax Instructions | |
| NC-PE | 2024 | NC Additions and Deductions for Pass-Through Entities, Estates, and Trusts | eFile |
| D-407TC | 2024 | Estates and Trusts Tax Credit Summary | eFile |
| NC-NOL | 2024 | Net Operating Loss Worksheet | eFile |
| NC-NOL Instructions | 2024 | Instructions for NC-NOL | |
| D-407V | 2024 | Estates and Trusts Payment Voucher | eFile |
| D-407V Amended | 2024 | Amended Estates and Trusts Payment Voucher | |
| D-407 NC K-1 | 2024 | Beneficiary's Share of North Carolina Income, Adjustments, and Credits | |
| NC K-1 Supplemental Schedule | 2024 | Owner or Beneficiary’s Share of NC Additions and Deductions | |
| D-410P | 2024 | Application for Extension for Filing Estate or Trust Tax Return | eFile, File and/or Pay Online |
| NC-1099NRS | 2024 | Report of Sale of Real Property by Nonresidents | File Online |
| NC-EDU | 2024 | North Carolina Education Endowment Fund Contribution | eFile |
| 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 | eFile, File 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 | eFile, File 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 |
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