Recommended by IRS
About Form 1041, U.S. Income Tax Return for Estates and TrustsInformation about Form 1041, U.S. Income Tax Return for Estates and Trusts, including recent updates, related forms and instructions on how to file.
Form 1041
PDF
PDF version of Form 1041.
Instructions for Form 1041
PDF
Instructions explaining how to file Form 1041.
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Instructions for Form 965-A, Individual Report of Net 965 Tax Liability
Form 965-A, Individual Report of Net 965 Tax Liability, should be used by individual taxpayers and entities taxed like individuals (for example, certain trusts and estates). This form is used to report a taxpayer’s net 965 tax liability for each tax year in which a taxpayer must report or pay section 965 amounts.
Forms and Instructions
Instructions for Form 8868, Application for Extension of Time To File an Exempt Organization Return or Excise Taxes Related to Employee Benefit Plans
Form 8868, Application for Extension of Time To File an Exempt Organization Return, is used by an exempt organization to request an automatic 6-month extension of time to file its return. Also, the trustee of a trust required to file Form 1041-A or Form 5227 must use Form 8868 to request an extension of time to file those returns.
Forms and Instructions
Form 8868, Application for Extension of Time To File an Exempt Organization Return or Excise Taxes Related to Employee Benefit Plans
Form 8868, Application for Extension of Time To File an Exempt Organization Return, is used by an exempt organization to request an automatic 6-month extension of time to file its return. Also, the trustee of a trust required to file Form 1041-A or Form 5227 must use Form 8868 to request an extension of time to file those returns.
Forms and Instructions
Instructions for Form 1040-NR, U.S. Nonresident Alien Income Tax Return
You may need to file Form 1040-NR, U.S. Nonresident Alien Income Tax Return, if you were a nonresident alien engaged in a trade or business in the United States, represented a deceased person who would have had to file Form 1040-NR, or represented an estate or trust that had to file Form 1040-NR.
Forms and Instructions
Form 1040-NR, U.S. Nonresident Alien Income Tax Return
You may need to file Form 1040-NR, U.S. Nonresident Alien Income Tax Return, if you were a nonresident alien engaged in a trade or business in the United States, represented a deceased person who would have had to file Form 1040-NR, or represented an estate or trust that had to file Form 1040-NR.
Forms and Instructions
Publication 1457, Actuarial Valuations Version 4A
Publication 1457, Actuarial Valuations Version 4A, provides examples for using actuarial factors for certain income, gift, and estate tax valuations of future interests.
Forms and Instructions
Instructions for Form 1040-NR, U.S. Nonresident Alien Income Tax Return (Spanish Version)
You may need to file Form 1040-NR (sp), U.S. Nonresident Alien Income Tax Return (Spanish Version), if you were a nonresident alien engaged in a trade or business in the United States, represented a deceased person who would have had to file Form 1040-NR (sp), or represented an estate or trust that had to file Form 1040-NR (sp).
Forms and Instructions
Form 1040-NR (sp), U.S. Nonresident Alien Income Tax Return (Spanish Version)
You may need to file Form 1040-NR (sp), U.S. Nonresident Alien Income Tax Return (Spanish Version), if you were a nonresident alien engaged in a trade or business in the United States, represented a deceased person who would have had to file Form 1040-NR (sp), or represented an estate or trust that had to file Form 1040-NR (sp).
Forms and Instructions
Form 4808, Computation of Credit for Gift Tax
Form 4808, Computation of Credit for Gift Tax, is used for computing gift tax credit, for estate tax return, under first and second limitation, to obtain amount allowable.
Forms and Instructions
Form 4421, Declarations - Executor's Commissioner's and Attorney's Fees
Form 4421, Declarations - Executor's Commissioner's and Attorney's Fees, is used in situations where the attorney fees and executor commissioners may have been divided between the estate and the beneficiary.
Forms and Instructions