Estate and Trust Income

Topic Index


Publications

Related Publications

Publication 536 Net Operating Losses (NOLs) for Individuals, Estates, and Trusts

Publication 1437 Procedures for the 1041 e-file Program U.S. Income Tax Returns for Estates and Trusts

Publication 1438 File Specifications, Validation Criteria & Record Layouts for the Form 1041, e-file U.S. Income Tax Return for Estates & Trusts

Links Inside Publications

Publication 17 - Your Federal Income Tax (For Individuals) - Other Income

Publication 505 - Tax Withholding and Estimated Tax - Who Must Pay Estimated Tax


Forms and Instructions

Relevant Forms

Form 706-QDT U.S. Estate Tax Return for Qualified Domestic Trusts
Instructions for Form 706-QDT, U.S. Estate Tax Return for Qualified Domestic Trusts

Form 1041 U.S. Income Tax Return for Estates and Trusts
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 Trusts
Instructions for Schedule I (Form 1041), Alternative Minimum Tax (AMT)

2013 Form 1041-ES Estimated Income Tax for Estates and Trusts
2012 Form 1041-ES Estimated Income Tax for Estates and Trusts

Form 1116 Foreign Tax Credit (Individual, Estate, or Trust)
Instructions for Form 1116, Foreign Tax Credit (Individual, Estate, or Trust)

Form 2210 Underpayment of Estimated Tax by Individuals, Estates and Trusts
Instructions for Form 2210, Underpayment of Estimated Tax by Individuals, Estates and Trusts

Form 8453-F U.S. Estate or Trust Income Tax Declaration and Signature for Electronic Filing

Form 8801 Credit for Prior Year Minimum Tax - Individuals, Estates, and Trusts
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 Estate

Form 8879-F IRS e-file Signature Authorization for Form 1041

Frequently Asked Questions

FAQ - Other

Tax Topics

Tax Topic 356