1041 FIDUCIARY
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1041 Trust/Estate/Fiduciary Returns Including State
1041 Data Sheets
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1041 FIDUCIARY BUILT-IN FEATURES
- All 1041 states
- Electronic Filing Federal & State (If state has capability)
- Prepares Form 5227 for trusts with accumulation of charitable amounts and split-interest trusts
- Ability to print detailed allocation information for beneficiaries for analysis and review
- Ability to print a collated beneficiary package with all federal and state forms for each beneficiary
- Multiple state processing capability
1041 FIDUCIARY AUTOMATIC CALCULATIONS
- Applies expenses appropriately between tax-exempt income and taxable income
- Passive activity loss limitations
- Limitation of itemized deductions subject to the 2% of adjusted gross income limitation
- AMT and credit for prior-year minimum tax
1041 FIDUCIARY WORKSHEETS and REPORTS
- Accounting Income and Distributable Net Income Detail Information Worksheet
- Annual Income Recapture
- Beneficiary Amounts and/or Percents Summary
- Carryover Report
- Depreciation Report
- Diagnostics
- Electing Small Business Trust
- EBST Capital Gain Worksheets
- Estimated Tax
- Expense Allocation Worksheets
- Foreign Tax Credit
- Form 2210 Worksheet
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- Form 5227 Capital Gains Distributions
- Form 8801
- Grantor Letter
- Grantor Summary
- K-1 Detail Summary
- Oil/Gas Worksheets (Beneficiary Oil/Gas Summary, Oil/Gas Well Schedule)
- Passive Activity Worksheets 1 – 7 (Regular and AMT)
- Passive Activity Deduction Worksheets (Regular and PTP)
- Penalty and Interest Worksheets
- Schedule B Worksheet
- Schedule D Continuations
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- Schedule I
- Schedule J Allocation
- Schedule K-1 Supplement
- Schedule T Supplement
- Tax-Exempt Allocation Worksheets
- Underpayment of Estimated Tax
- Multiple worksheets for Schedule D Issues (1250, 28% Rate Gains, AMT, Capital Gains Tax, Investment Income, Loss Carryovers, Qualified 5-Year Gains)
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1041 FIDUCIARY FORMS
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1041
1041-A
1041-ES
1041-T
Schedule C, D, E, F, H, J, K-1
56
1045*
1116
2210
2210F
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2758
2848
3468
3800, Pg. 1
4136
4255
4562
4684
4797
4835
4952
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4970
4972
5227
5884
6198
6252
6765
6781
8082
8271
8453-F
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8582
8582-CR
8586*
8594*
8609, Sch. A
8736
8800
8801
8821
8822
8824, Pg. 1
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8826
8830
8861
8868
706GS (D-1)
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1041 FIDUCIARY ALL STATES and LOCAL SOFTWARE
- Alabama
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- District of Columbia
- Florida (Tangible and Intangible)
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
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- Maine
- Maryland
- Massachusetts
- Michigan
- Michigan SBT
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- New Hampshire
- New Jersey
- New Mexico
- New York (Includes New York City and Yonkers)
- North Carolina
- North Dakota
- Ohio
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- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- Tennessee
- Utah
- Vermont
- Virginia
- West Virginia
- Wisconsin
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