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About Form 1041, U.S. Income Tax Return for Estates and Trusts

Information 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.

SOI Tax Stats archive - 1954 to 1976 estate, gift, and fiduciary tax return reports

SOI Tax Stats Archive - 1954 to 1976 Estate, Gift, and Fiduciary Tax Returns
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SOI Tax Stats - Charitable remainder annuity trusts: Book value balance sheet information

Book Value Balance Sheet Information
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SOI tax stats - Compendium of Federal Estate Tax and Personal Wealth Studies, Volume 1

SOI Tax Stats - Compendium of Federal Estate Tax and Personal Wealth Studies, Volume 1
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Tax Professionals

SOI tax stats - Tax-exempt organizations and nonexempt charitable trusts - IRS Data Book Table 14

Tax-exempt organizations and nonexempt charitable trusts, fiscal year
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SOI Tax Stats archive - 1916 to 1933 statistics of income reports

1916–1933 Statistics of Income Reports include information on income taxes paid by individuals, corporations, partnerships, estates and trusts, as well as information on the Gift and Estate taxes.
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SOI Tax Stats U.S. Possessions Corporation Returns Metadata

Foreign Trust Metadata landing page
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SOI Tax Stats - Compendium of Federal Transfer Tax and Personal Wealth Studies, Volume 2

Compendium of Federal Estate Tax and Personal Wealth Studies
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Tax Professionals

SOI tax stats - Historical Table 17

Taxable Estate Tax Returns as a Percentage of Adult Deaths, Selected Years of Death, 1934-2008.
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Trusts and Estates, Tax Professionals

SOI Tax Stats - Private foundations study data sources and limitations

Description of the sampling methodology and data sources and limitations for SOI's annual study of private foundations and nonexempt charitable trusts
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SOI tax stats - Foreign sales corporation study metadata

A FSC was a foreign corporation (i.e., incorporated abroad) created by "parent" shareholders (mostly corporations).? Almost all FSCs were owned by domestic corporations (i.e., incorporated in the United States); however, owners of a FSC were generally referred to as "shareholders" or “related suppliers’, since a FSC may have also been owned by an individual, a partnership, or a trust or estate.?
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