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Principal Publications Publications
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Related Publications
Publication 536 Net Operating Losses (NOLs) for Individuals, Estates, and TrustsIndex for this PublicationPDF version of this PublicationTopic Screen for this Publication
Publication 1437 Procedures for the 1041 e-file Program U.S. Income Tax Returns for Estates and TrustsPDF version of this PublicationTopic Screen for this Publication
Publication 1438 File Specifications, Validation Criteria & Record Layouts for the Form 1041, e-file U.S. Income Tax Return for Estates & TrustsPDF version of this PublicationTopic Screen for this Publication
Forms and Instructions Forms and Instructions
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Relevant Forms
Form 706-GS(D-1) Notification of Distribution From a Generation-Skipping TrustTopic Screen for this Form
Instructions for Form 706-GS(D-1), Notification of Distribution From a Generation-Skipping Trust
Form 706-QDT U.S. Estate Tax Return for Qualified Domestic TrustsTopic Screen for this Form
Instructions for Form 706-QDT, U.S. Estate Tax Return for Qualified Domestic Trusts
Form 976 Claim for Deficiency Dividends Deductions by a Personal Holding Company, Regulated Investment Company, or Real Estate Investment TrustTopic Screen for this Form
Form 990-BL Information and Initial Excise Tax Return for Black Lung Benefit Trusts and Certain Related PersonsTopic Screen for this Form
Instructions for Form 990-BL, Information and Initial Excise Tax Return for Black Lung Benefit Trusts and Certain Related Persons
Form 990-PF Return of Private Foundation or Section 4947(a)(1) Nonexempt Charitable Trust Treated as a Private FoundationTopic Screen for this Form
Instructions for Form 990-PF, Return of Private Foundation or Section 4947(a)(1) Nonexempt Charitable Trust Treated as a Private Foundation
Form 1041 U.S. Income Tax Return for Estates and TrustsTopic Screen for this Form
Instructions for Form 1041, U.S. Income Tax Return for Estates and Trusts, and Schedules A, B, G, J, and K-1
Form 1041 (Schedule I) Alternative Minimum Tax - Estates and TrustsTopic Screen for this Form
Instructions for Schedule I (Form 1041), Alternative Minimum Tax (AMT)
Form 1041 (Schedule J) Accumulation Distribution for Certain Complex TrustsTopic Screen for this Form
Form 1041 (Schedule K-1) Beneficiary's Share of Income, Deductions, Credits, etc.Topic Screen for this Form
Form 1041-A U.S. Information Return Trust Accumulation of Charitable AmountsTopic Screen for this Form
2013 Form 1041-ES Estimated Income Tax for Estates and Trusts
2012 Form 1041-ES Estimated Income Tax for Estates and TrustsTopic Screen for this Form
Form 1041-N U.S. Income Tax Return for Electing Alaska Native Settlement TrustsTopic Screen for this Form
Instructions for Form 1041-N, U.S. Income Tax Return for Electing Alaska Native Settlement Trusts
Form 1041-QFT U.S. Income Tax Return for Qualified Funeral TrustsTopic Screen for this Form
Form 1041-T Allocation of Estimated Tax Payments to BeneficiariesTopic Screen for this Form
Form 1116 Foreign Tax Credit (Individual, Estate, or Trust)Topic Screen for this Form
Instructions for Form 1116, Foreign Tax Credit (Individual, Estate, or Trust)
Form 1120-REIT U.S. Income Tax Return for Real Estate Investment TrustsTopic Screen for this Form
Instructions for Form 1120 REIT, U.S. Income Tax Return for Real Estate Investment Trusts
Form 1128 Application to Adopt, Change or Retain a Tax YearTopic Screen for this Form
Instructions for Form 1128, Application to Adopt, Change, or Retain a Tax Year
Form 2210 Underpayment of Estimated Tax by Individuals, Estates and TrustsTopic Screen for this Form
Instructions for Form 2210, Underpayment of Estimated Tax by Individuals, Estates and Trusts
Form 3520 Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign GiftsTopic Screen for this Form
Instructions for Form 3520, Annual Return to Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts
Form 3520-A Annual Information Return of Foreign Trust With a U.S. OwnerTopic Screen for this Form
Instructions for Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner
Form 4970 Tax on Accumulation Distribution of TrustsTopic Screen for this Form
Form 5227 Split-Interest Trust Information ReturnTopic Screen for this Form
Instructions for Form 5227, Split-Interest Trust Information Return
Form 5305 Traditional Individual Retirement Trust AccountTopic Screen for this Form
Form 5305-B Health Savings Trust AccountTopic Screen for this Form
Form 5305-E Coverdell Education Savings Trust Account (Under section 530 of the Internal Revenue Code)Topic Screen for this Form
Form 5305-R Roth Individual Retirement Trust AccountTopic Screen for this Form
Form 5305-S SIMPLE Individual Retirement Trust AccountTopic Screen for this Form
Form 5308 Request for Change in Plan/Trust YearTopic Screen for this Form
Form 5316 Application for Group or Pooled Trust RulingTopic Screen for this Form
Form 6069 Return of Excise Tax on Excess Contributions to Black Lung Benefit Trust Under Section 4953 and Computation of Section 192 DeductionTopic Screen for this Form
Form 7004 Application for Automatic Extension of Time To File Certain Business Income Tax, Information, and Other ReturnsTopic Screen for this Form
Instructions for Form 7004, Application for Automatic Extension of Time To File Certain Business Income Tax, Information, and Other Returns
Form 8453-F U.S. Estate or Trust Income Tax Declaration and Signature for Electronic FilingTopic Screen for this Form
Form 8612 Return of Excise Tax on Undistributed Income of Real Estate Investment TrustsTopic Screen for this Form
Form 8801 Credit for Prior Year Minimum Tax - Individuals, Estates, and TrustsTopic Screen for this Form
Instructions for Form 8801, Credit for Prior Year Minimum Tax - Individuals, Estates, and Trusts
Form 8855 Election to Treat a Qualified Revocable Trust as Part of an EstateTopic Screen for this Form
Form 8875 Taxable REIT Subsidiary ElectionTopic Screen for this Form
Form 8879-F IRS e-file Signature Authorization for Form 1041Topic Screen for this Form