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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 559 Survivors, Executors and AdministratorsIndex 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
Links Inside Publications
Publication 504 - Divorced or Separated Individuals - Property Settlements
Publication 559 - Survivors, Executors and Administrators - Estate and Gift Taxes
Publication 559 - Survivors, Executors and Administrators - Estate and Gift Taxes
Publication 559 - Survivors, Executors and Administrators - Estate and Gift Taxes
Publication 571 - Tax-Sheltered Annuity Plans (403(b) Plans) For Employees of Public Schools and Certain Tax-Exempt Organizations - Gift Tax
Publication 721 - Tax Guide to U.S. Civil Service Retirement Benefits - Part II Rules for Retirees
Publication 721 - Tax Guide to U.S. Civil Service Retirement Benefits - Part IV Rules for Survivors of Federal Employees
Publication 721 - Tax Guide to U.S. Civil Service Retirement Benefits - Part V Rules for Survivors of Federal Retirees
Forms and Instructions Forms and Instructions
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Relevant Forms
Form 706 United States Estate (and Generation-Skipping Transfer) Tax ReturnTopic Screen for this Form
Instructions for Form 706, United States Estate (and Generation-Skipping Transfer) Tax Return
Form 706-A United States Additional Estate Tax ReturnTopic Screen for this Form
Instructions for Form 706-A, United States Additional Estate Tax Return
Form 706-CE Certification of Payment of Foreign Death TaxTopic Screen for this Form
Form 706-D United States Additional Estate Tax Return Under Code Section 2057Topic Screen for this Form
Instructions for Form 706-D, United States Additional Estate Tax Return Under Code Section 2057
Form 706-GS(D) Generation-Skipping Transfer Tax Return for DistributionsTopic Screen for this Form
Instructions for Form 706-GS(D), Generation-Skipping Transfer Tax Return for Distributions
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-GS(T) Generation Skipping Transfer Tax Return for TerminationsTopic Screen for this Form
Instructions for Form 706-GS(T), Generation-Skipping Transfer Tax Return For Terminations
Form 706-NA United States Estate (and Generation-Skipping Transfer) Tax ReturnTopic Screen for this Form
Instructions for Form 706-NA, United States Estate (and Generation-Skipping Transfer) Tax Return (Estate of nonresident not a citizen of the U.S.)
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 709 United States Gift (and Generation-Skipping Transfer) Tax ReturnTopic Screen for this Form
Instructions for Form 709, United States Gift (and Generation-Skipping Transfer) Tax Return
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 K-1) Beneficiary's Share of Income, Deductions, Credits, etc.Topic Screen for this Form
2014 Form 1041-ES Estimated Income Tax for Estates and Trusts
2013 Form 1041-ES Estimated Income Tax for Estates and TrustsTopic 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 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 2848 Power of Attorney and Declaration of RepresentativeTopic Screen for this Form
Instructions for Form 2848, Power of Attorney and Declaration of Representative
Form 4421 Declarations - Executor's Commissioner's and Attorney's FeesTopic Screen for this Form
Form 4422 Application for Certificate Discharging Property Subject To Estate Tax LienTopic Screen for this Form
Form 4768 Application for Extension of Time To File a Return and/or Pay U.S. Estate (and Generation-Skipping Transfer) TaxesTopic Screen for this Form
Instructions for Form 4768, Application for Extension of Time To File a Return and/or Pay U.S. Estate (and Generation-Skipping Transfer) Taxes
Form 8453-F U.S. Estate or Trust Income Tax Declaration and Signature for Electronic FilingTopic 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 8879-F IRS e-file Signature Authorization for Form 1041Topic Screen for this Form