Online Estates & Trusts tax filing made simple.
Form 1041 Estates and Trusts
Guidance for Form 1041, estate tax returns, and fiduciary filing requirements.
Track fiduciary income, expenses, and distributions in one place
Auto-allocate income, deductions, and credits across beneficiaries
Create beneficiary distributive share reports with ease
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Guidance for fiduciary reporting.
We help you accurately navigate every part of the fiduciary return
— from reporting interest, dividends, capital gains, and distributions to identifying all applicable deductions and credits — with clear, step-by-step guidance designed to ensure a complete and compliant Form 1041.
Support for complex income types.
Report dividends, interest, capital gains, rental income, and pass-through income with confidence.
Simplified beneficiary allocation.
Automatically flow income, deductions, and credits to beneficiaries using Schedule K-1 generation.
Accurate treatment of administrative expenses.
Understand which expenses are deductible at the entity level and which may pass through to beneficiaries.
Secure record retention for multiple years.
Maintain organized access to prior returns, important documents, and distributed K-1s for fiduciary oversight.
Security is a top priority.
Your data is safe with us. We take privacy and compliance seriously so you can have peace of mind.
100% Accuracy Guarantee*
Rest assured, TaxAct guarantees the calculations on your return are 100% correct.
Satisfaction Guarantee*
With any TaxAct Online product your satisfaction is 100% guaranteed.
7-year return access
Easily access and print copies of your prior returns for seven years after the filling date.
Prefer Offline? Download the Software.
Edit directly in forms and work offline with our downloadable software for PC.
View Desktop FilingTwo tax returns. One workflow.
Bundle Estates & Trusts with your personal tax return.
From preparing fiduciary income and generating beneficiary K-1s to automatically bringing that information into your personal tax return, our bundled filing keeps everything connected.
Get accurate tax calculations, a clear view of how trust or estate income affects your overall tax liability, and confidence knowing both returns stay perfectly in sync.
Two tax returns. One workflow.
Bundle Estates & Trusts with your personal tax return.
From generating Schedule K-1s to automatically importing them into your personal return, our bundled filing connects your business and personal tax outcomes.
Get accurate business tax calculations, real-time visibility into your total tax liability, and peace of mind knowing everything’s in sync.
Select list of Federal and State tax forms supported
Below are the Partnership forms included with this product. Release status is updated as forms become available. For the most up-to-date status of any form, visit our main forms page.
Form | Description |
|---|---|
| Form 1041 | Income Tax Return for Estates & Trusts |
| Form 1041 ES | Estimated Tax Payment Voucher |
| Form 1041T | Allocation of Estimated Tax Payments to Beneficiaries |
| Form 1041V | Payment Voucher |
| Form 1045 | Application for Tentative Refund |
| Form 1062 | Deferral of Tax on Gain From the Sale or Exchange of Qualified Farmland Property to Qualified Farmers |
| Form 1062A | Section 1062 Gain From the Sale or Exchange of Qualified Farmland Property to a Qualified Farmer |
| Form 1116 Schedule B | Foreign Tax Carryover Reconciliation Schedule |
| Form 2210 | Underpayment of Estimated Tax |
| Form 2210F | Underpayment of Estimated Tax by Farmers and Fishermen |
Do it yourself
File with confidence using our simple, step-by-step guidance and built-in tools.
Your data stays secure with trusted safeguards, and our 100% Accuracy Guarantee* has you covered. And whenever questions come up, our support team is here to provide fast, reliable help so you can file with confidence.
Start FilingFrequently Asked Questions
You can file for free yourself with TaxAct's Free Edition if you meet the qualifications below, including filing using IRS Form 1040 only without having to attach any forms or schedules. Only certain taxpayers are eligible.
Situations covered (assuming no added tax complexity):
W-2 income, Unemployment income, Retirement income
Earned Income Tax Credit, Child Tax Credit
Dependents
Current Students
Student loan interest
Situations not covered:
Investment income: Stock, interest, dividends, crypto, or capital gains/losses
Sale of home, real estate taxes, mortgage interest, or rental property income
Royalty, trusts, and foreign accounts
Business and farm income
Itemized deductions
Adoption credits and child and dependent care
Health Savings Account (HSA)
Freelance, contractor, side hustle, or self-employed income and expenses
