Form 1041 (2009) Page 2

• Under Schedule B: Income Distribution Deduction:
  • 1. Adjusted total income (see page 26 of the instructions) field contains 12,625
  • 6. Enter any gain from page 1, line 4, as a negative number. If page 1, line 4, is a loss, enter the loss as a positive number field contains negative 200
  • 7. Distributable net income. Combine lines 1 through 6. If zero or less, enter zero field contains 12,425
  • 10. Other amounts paid, credited, or otherwise required to be distributed field contains 2,000
  • 11. Total distributions. Add lines 9 and 10. If greater than line 8, see page 27 of the instructions field contains 2,000
  • 13. Tentative income distribution deduction. Subtract line 12 from line 11 field contains 2,000
  • 14. Tentative income distribution deduction. Subtract line 2 from line 7. If zero or less, enter zero field contains 12,425
  • 15. Income distribution deduction. Enter the smaller of line 13 or line 14 here and on page 1, line 18 field contains 2,000
• Under Schedule G: Tax Computation:
  • 1a. Tax: Tax on taxable income (see page 27 of the instructions) field contains 2,384
  • 1c. Tax: Alternative minimum tax (from Schedule I (Form 1041), line 56) field contains 0
  • 1d. Tax: Total. Add lines 1a through 1c field contains 2,384
  • 4. Subtract line 3 from line 1d. If zero or less, enter 0 field contains 2,384
  • 5. Recapture taxes. field contains 0
  • 7. Total tax. Add lines 4 through 6. Enter here and on page 1, line 23 field contains 2,384
• Under Other Information:
  • 1. Did the estate or trust receive tax-exempt income?--No checkbox checked
  • 2. Did the estate or trust receive all or any part of the earnings (salary, wages, and other compensation) of any individual by reason of a contract agreement or similar arrangement?--No checkbox checked
  • 3. At any time during calendar year 2009, did the estate or trust have an interest in or a signature or other authority over a bank, securities, or other financial account in a foreign country?--No checkbox checked
  • 4. During the tax year, did the estate or trust receive a distribution from, or was it the grantor of, or transferor to, a foreign trust?--No checkbox checked
  • 5. Did the estate or trust receive, or pay, any qualified residence interest on seller-provided financing?--No checkbox checked
  • 9. Are any present or future trust beneficiaries skip persons? See page 30 of the instructions.--No checkbox checked

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