Submit an annual statement of income in Israel and abroad for trustees – form 1327
Trustees can use this service to submit an annual statement of income from Israel and abroad, according to the Income Tax Ordinance.
Attach to your statement:
- Notice of attribution of income to settlor in an Israeli residents trust - form 148e
- Beneficiary notice of distributions received for tax years 2013 onwards - form 149
- Notice of trust details form 151H
- Foreign resident beneficiary trustee statement - form 143
- Irrevocable trust statement - form 141
- Notice of attribution of income to beneficiary following a distribution - form 142
To submit the statement:
- complete the annual statement of income for trustees – form 1327 for the relevant tax year (2019) or for the relevant year (you can find the forms below)
- sign it
- submit it in person with the required document to the relevant Tax Authority assessor
You’ll get a notification from the assessor within 90 days
Please note: if there is any difference between the information on this page and the law, the provisions of the law will apply.
Israel Tax Authority
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