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1041 Fiduciary

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1041 Fiduciary

1041 US Returns

1041 US Forms

1041 US Worksheets

1041 US Beneficiary Forms and Worksheets

1041 US New Forms, Worksheets and Client Documents

 

1041 US Returns

  •  U.S. Income Tax Return for Estates and Trusts (Form 1041)
  •  U.S. Information Return Trust Accumulation of Charitable Amounts (Form 1041-A)
  •  U.S. Income Tax Return for Qualified Funeral Trusts (Form 1041-QFT)
  •  Split-Interest Trust Information Return (Form 5227)

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1041 US Forms

  •    Form 1041 (Estate/Trust Income Tax Return)
  •    Form 1041-A (Accumulation of Charitable Amt)
  •    Form 1041-ES (Estimated Tax for Estate/Trust)
  •    Form 1041-QFT (Qualified Funeral Trust Return)
  •    Form 1041-T & Supplement (Allocation of Estimated Taxes)
  •    Form 1041-V (Payment Voucher)
  •    Form 1045 (Application Tentative Refund)
  •    Form 1116 (Foreign Tax Credit)
  •    Form 1128 (Adopt, Change, Retain Tax Year)
  •    Form 2210 (Underpayment of Estimated Tax)
  •    Form 2210-F (Farm Underpay of Estimated Tax)
  •    Form 2848 (Power of Attorney)
  •    Form 3468 (Investment Credit)
  •    Form 3800, Page 3
  •    Form 3800, Pages 1 & 2 (General Business Credit)
  •    Form 4136 (Federal Fuel Tax Credit)
  •    Form 4255 (Investment Credit Recapture)
  •    Form 4506 (Request for Copy of Tax Return)
  •    Form 4506-T (Request for Transcript)
  •    Form 4562 (Depreciation and Amortization)
  •    Form 4684 (Casualties and Thefts)
  •    Form 4720 (Return of Certain Excise Taxes)
  •    Form 4797 (Sales of Business Property)
  •    Form 4810 (Request for Prompt Assessment)
  •    Form 4952 (Investment Interest Expense)
  •    Form 4970 (Accumulation Distribution Tax)
  •    Form 4972 (Tax on Lump-Sum Distributions)
  •    Form 5227 (Split-Interest Trust Return)
  •    Form 5329 (Taxes on Qualified Plans)
  •    Form 5471 (Info Return for U.S. Person)
  •    Form 5495 (Discharge from Liability)
  •    Form 56 (Fiduciary Relationship Notice)
  •    Form 5884 (Work Opportunity Credit)
  •    Form 6198 (At-Risk Limitations)
  •    Form 6252 (Installment Sales)
  •    Form 6765 (Increasing Research Credit)
  •    Form 6781 (Section 1256 Gains and Losses)
  •    Form 7004 (Application for Extension)
  •    Form 706-GS(D) (Return for Distributions)
  •    Form 706-GS(D-1) (Notification of Distribution)
  •    Form 706-GS(T) (Gen Skip Transfer Tax Return)
  •    Form 706-QDT (Estate Tax Rtrn Domestic Trust)
  •    Form 8082 (Inconsistent Treatment Notice)
  •    Form 8275 (Disclosure Statement)
  •    Form 8275-R (Regulation Disclosure Stmt)
  •    Form 8404 (Interest Charge)
  •    Form 8453-F (Electronic Filing Declaration)
  •    Form 8582 (Passive Activity Loss Limits)
  •    Form 8582 AMT (AMT Passive Loss Limits)
  •    Form 8582-CR (Passive Activity Credit Limits)
  •    Form 8586 (Low-Income Housing Credit)
  •    Form 8594 (Asset Acquisition Statement)
  •    Form 8609 (Low-Income Housing Certificate)
  •    Form 8609-A (Annual Stmt for Housing Credit)
  •    Form 8621 (Shareholder of PFIC Return)
  •    Form 8801 (Prior Year Minimum Tax Credit)
  •    Form 8821 (Tax Information Authorization)
  •    Form 8822-B (Change of Address - Business)
  •    Form 8824 (Like-Kind Exchanges)
  •    Form 8826 (Disabled Access Credit)
  •    Form 8846 (Tax on Tips Credit)
  •    Form 8855 (Revocable Trust Part of Estate)
  •    Form 8858 (Foreign Disregard Information)
  •    Form 8868 (Application for Extension)
  •    Form 8878-A (IRS efile Withdrawal Authorize)
  •    Form 8879-F (IRS e-file Signature)
  •    Form 8886 (Reportable Trans Disclosure)
  •    Form 8886 OTSA Copy (Reportable Trans OTSA Copy)
  •    Form 8903 (Domestic Prod Activities Ded)
  •    Form 8912 (Holders of Tax Credit Bonds)
  •    Form 8918 (Material Advisor Disclosure)
  •    Form 8938 (Foreign Financial Assets)
  •    Form 8941 (Small Employer Health Ins Cr)
  •    Form 8944 (Prep Hardship Waiver Request)
  •    Form 8945 (PTIN Application No SSN)
  •    Form 8946 (PTIN Application Frgn No SSN)
  •    Form 8948 (Preparer Exp for Not e-filing)
  •    Form 926 (U.S Transferor of Property)
  •    Form 982 (Reduction of Tax Attributes)
  •    Form SS-4 (Application for EIN)
  •    Form T (Forest Activities Schedule)
  •    Form W-12 (PTIN Application)
  •    Schedule C (Profit or Loss from Business)
  •    Schedule D (Capital Gains and Losses)
  •    Schedule D-1 (Continuation Sheet for Sch D)
  •    Schedule E, Page 1 (Rent and Royalty Income & Loss)
  •    Schedule E, Page 2 (Supplemental Income & Loss)
  •    Schedule F (Profit or Loss from Farming)
  •    Schedule H (Household Employment Taxes)
  •    Schedule I (Alternative Minimum Tax)
  •    Schedule J (Accumulation Distribution)
  •    Schedule K-1, Page 1 (Beneficiary's Share of Income)
  •    Schedule K-1, Page 2
  •    TDF 90-22.1 (Report of Foreign Bank Account)

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1041 US Worksheets

  •    5227 Return Summary
  •    AGI Worksheet
  •    AI Expense Allocation Worksheet
  •    Accounting Income/DNI Worksheet
  •    Beneficiary Amount Worksheet
  •    Beneficiary Percentage Worksheet
  •    Carryover Report
  •    ESBT / QSST Form 4684, P2 Worksheet
  •    ESBT / QSST Form 4797 Worksheet
  •    ESBT / QSST Form 8903 Worksheet
  •    ESBT / QSST Form Sch D, P1 Worksheet
  •    ESBT / QSST Worksheet
  •    ESBT Capital Gain Worksheet
  •    ESBT Form 1045 Worksheet
  •    ESBT Form 4952 Worksheet
  •    ESBT Form 8582 Worksheet
  •    ESBT Form 8801 Worksheet
  •    ESBT Net Operating Loss Worksheets
  •    Electronic Funds Withdrawal
  •    Electronic Funds Withdrawal - Extension
  •    Exempt Income Worksheet
  •    Expense Allocation Worksheet
  •    Form 1041 Schedule I Worksheet
  •    Form 1041-ES Worksheet
  •    Form 1041-QFT Worksheet
  •    Form 1045 AMT (AMT Application Tent Refund)
  •    Form 1116 Credit Carryover Worksheet
  •    Form 1116 Gain Worksheets
  •    Form 1116 Page 1 Detail Worksheet
  •    Form 2210 Worksheet (Underpayment Penalty Worksheet)
  •    Form 5227 Worksheet
  •    Form 8801 Worksheet
  •    Grantor / Agency Report
  •    Grantor Summary Worksheet
  •    Late Filing Worksheet
  •    Medicare Tax Worksheet
  •    NOL Worksheets
  •    Oil & Gas Well Schedule
  •    Partnership / S Corporation Worksheet
  •    Passive Worksheets
  •    Schedule D Worksheets
  •    Schedule J Allocation
  •    Tax Projection Worksheet
  •    Tax Return Summary
  •    Two Year Comparison Worksheet

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1041 US Beneficiary Forms and Worksheets

  •   Beneficiary Foreign Tax Credit Schedule
  •    Beneficiary Oil/Gas Schedule
  •    Beneficiary Oil/Gas Summary
  •    Beneficiary/Grantor Statements
  •    Grantor / Agency Report
  •    Grantor Report Instructions
  •    Schedule J Allocation
  •    Schedule K-1 (Beneficiary's Share of Income)
  •    Schedule K-1 Instructions

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1041 US New Forms, Worksheets and Client Documents

  •    ESBT Form 1045 Worksheet
  •    ESBT Net Operating Loss Worksheets
  •    Filing instructions (8822B)
  •    Form 1045 AMT (AMT Application Tent Refund)
  •    Form 1128 (Adopt, Change, Retain Tax Year)
  •    Form 5471 (Info Return for U.S. Person)
  •    Form 706-GS(D) (Return for Distributions)
  •    Form 8404 (Interest Charge)
  •    Form 8621 (Shareholder of PFIC Return)
  •    Form 8858 (Foreign Disregard Information)
  •    Form 8938 (Foreign Financial Assets)
  •    Form 8945 (PTIN Application No SSN)
  •    Form 8946 (PTIN Application Frgn No SSN)
  •    Form 926 (U.S Transferor of Property)
  •    Medicare Tax Worksheet
  •    State Copy Form 7004 Short Yr Other Stmt
  •    Tax Authority Slipsheet (8822B)

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Last modified on Monday, 09 September 2013 22:12