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 Schedule E (Form 1040), Supplemental Income and Loss
Form 1040 (Schedule E), Supplemental Income and Loss, is used by filers to report income from rental real estate, royalties, partnerships, S corporations, estates, trusts, and residual interests in real estate mortgage investment conduits (REMICs).
Forms and Instructions
Valuation of assets - Private foundation minimum investment return: Other assets
Methods for valuing assets other than stock, cash, and interests in common trust funds.
General Information
Charities and Nonprofits
SOI tax stats - Historical Table 17
Taxable Estate Tax Returns as a Percentage of Adult Deaths, Selected Years of Death, 1934-2008.
About IRS
Trusts and Estates, Tax Professionals
About Form SS-4, Application for Employer Identification Number (EIN)
Information about Form SS-4, Application for Employer Identification Number, including recent updates, related forms, and instructions on how to file. Form SS-4 is used by sole proprietors, corporations, partnerships, estates, trusts, and other entities to apply for an EIN.
General Information
Businesses
Form 926 — Filing requirement for U.S. transferors of property to a foreign corporation
U.S. persons, domestic corporations or domestic estates or trusts must file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation, to report any exchanges or transfers of property described in section 6038B(a)(1)(A) to a foreign corporation.
General Information
Nonresidents
Segregation of amounts - Not subject to foundation excise taxes
Manner in which funds must be "segregated" in split interest trust, to be outside restrictions on private foundations.
General Information
Charities and Nonprofits
Form 8082, Notice of Inconsistent Treatment or Administrative Adjustment Request (AAR)
Partners, S corporation shareholders, beneficiaries of an estate or trust, owners of a foreign trust, or residual interest holders in a real estate mortgage investment conduit (REMIC) file Form 8082, Notice of Inconsistent Treatment or Administrative Adjustment Request (AAR), if they wish to report items differently than the way they were reported to them on Schedule K-1, Schedule Q, or a foreign trust statement.
Forms and Instructions
Instructions for Form 8082, Notice of Inconsistent Treatment or Administrative Adjustment Request (AAR)
Partners, S corporation shareholders, beneficiaries of an estate or trust, owners of a foreign trust, or residual interest holders in a real estate mortgage investment conduit (REMIC) file Form 8082, Notice of Inconsistent Treatment or Administrative Adjustment Request (AAR), if they wish to report items differently than the way they were reported to them on Schedule K-1, Schedule Q, or a foreign trust statement.
Forms and Instructions
Schedules K-1 two-dimensional bar code specifications
View specifications and form layouts for bar coding Schedules K-1 (Form 1041, 1065, and 1120S).
Software Development
Software Developers
Understanding 星空体育手机端 CP291 Notice
CP291 tells you we're revoking your Electing Small Business Trust (ESBT) election.
General Information
Individuals