Form 1041 U.S. Income Tax Return for Estates and Trusts 2008

Summary: This is an example of Form 1041 (2008) as pertains to the text. The completed line items are:

Name of estate or trust (if a grantor type trust, see page 14 of the instructions.) field contains Thomas Smith Bankruptcy Estate
Name and title of fiduciary field contains Joan Black, Trustee
Number, street, and room or suite number. (If a P.O. box, see page 15 of the instructions.) field contains 111 State Street
City or town, state, and ZIP code field contains Anywhere, Anystate, 00000
A. Type of entity: Bankruptcy estate--chapter 7 checkbox checked
C. Employer identification number field contains 00-0000000
D. Date entity created field contains 12-15-2006
F. Check applicable boxes: Final return checkbox checked
Under Tax and Payments:
- 23. Total tax (from Schedule G, line 7) field contains 2,056
- 24a. Payments: 2008 estimated tax payments and amounts applied from 2007 return field contains 2,400
- 24c. Subtract line 24b from line 24a field contains 2,400
- 25. Total payments. Add lines 24c through 24e, and 24h field contains 2,400
- 28. Overpayment. If line 25 is larger than the total of lines 23 and 26, enter amount overpaid field contains 344
- 29. Amount of line 28 to be: b Refunded field contains 344
Under Sign Here:
- Signature of fiduciary or officer representing fiduciary field contains Joan Black, Trustee
- Date field contains 2/15/2007
- E.I.N. of fiduciary if a financial institution field contains 00-0000001