1041 Fiduciary
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)
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)
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
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
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)
