1041 FIDUCIARY

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1041 Trust/Estate/Fiduciary Returns Including State

1041 Data Sheets

1041 Data Sheets

 

 

This is a SAMPLE of 1041 Data Sheets. If you would like to see a full sample, please click on REQUEST A FREE TRIAL and include which states you are interested in.

 

 

 

 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
  • 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
  • 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)

1041 FIDUCIARY FORMS

1041
1041-A
1041-ES
1041-T
Schedule C, D, E, F, H, J, K-1
56
1045*
1116
2210
2210F

2758
2848
3468
3800, Pg. 1
4136
4255
4562
4684
4797
4835
4952

4970
4972
5227
5884
6198
6252
6765
6781
8082
8271
8453-F

8582
8582-CR
8586*
8594*
8609, Sch. A
8736
8800
8801
8821
8822
8824, Pg. 1

8826
8830
8861
8868
706GS (D-1)

 

 

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
  • 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
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Rhode Island
  • South Carolina
  • Tennessee
  • Utah
  • Vermont
  • Virginia
  • West Virginia
  • Wisconsin

 

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