TaxAct 2017 Estates & Trusts Edition

TaxAct Estates & Trusts (Form 1041)

The fast, easy and affordable way to prepare and e-file your federal Estates & Trusts tax return.

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TaxAct's list of common estate & trust expenses to help you report and maximize common deductions.

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Automatic beneficiary allocation

1041 Schedule K-1 items automatically allocate and update as estate & trust income, deductions and credits change. Once complete, Schedule K-1 data can be imported into TaxAct Plus.

Depreciation and disposal summaries

Don't miss any valuable deductions! TaxAct's Depreciation and Disposal Summaries make reviewing your current, future, and accumulated assets fast and easy.

Beneficiary distributive share report

Provides a detailed review of all the beneficiaries' distributive share items as reports on each beneficiary's Schedule K-1.

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Subject to change upon IRS releasing final 2017 tax forms.

Federal Forms, Schedules & Worksheets
1041 Forms:
1041
U.S. Income Tax Return for Estates and Trusts
8824
Like-Kind Exchanges
1041-A
U.S. Information Return Trust Accumulation of Charitable Amounts
8826
Disabled Access Credit
1041-T
Allocation of Estimated Tax Payments to beneficiaries
8829
Expenses for Business Use of Your Home
1041-V
Payment Voucher
8833
Treaty-Based Return Position Disclosure Under Section 6114 or 7701(b)
1041-ES
Estimated Income Tax for Estates and Trusts
8834
Qualified Electric Vehicle Credit
1045
Application for Tentative Refund
8835
Renewable Electricity, Refined Coal, and Indian Coal Production Credit
1116
Foreign Tax Credit
8844
Empowerment Zone Employment Credit
2210
Underpayment of Estimated Tax by Individuals
8845
Indian Employment Credit
2210-F
Underpayment of Estimated Tax by Farmers and Fishermen
8846
Credit for Employer Social Security and Medicare Taxes Paid on Certain Employee Tips
2848
Power of Attorney and Declaration of Representative
8855
Election to Treat a Qualified Revocable Trust as Part of an Estate
3115
Application for Change in Accounting Method
8858
Information Return for U.S. Persons with Respect to Foreign Disregarded Entities
3468
Investment Credit
8864
Biodiesel and Renewable Diesel Fuels Credit
3800
General Business Credit
8865
Return of U.S. Persons with Respect to Certain Foreign Partnerships
4136
Credit for Tax Paid on Fuels
8866
Interest Computation Under the Look-Back Method for Property Depreciated Under the Income Forecast Method
4255
Recapture of Investment Credit
8868
Application for Extension of Time to File an Exempt Organization Return
4562
Depreciation and Amortization
8873
Extraterritorial Income Exclusion
4684
Casualties and Thefts
8874
New Markets Credit
4797
Sales of Business Property
8879-F
Tax Declaration to E-File
4952
Investment Interest Expense
8881
Credit for Small Employer Pension Plan Startup Costs
4970
Tax on Accumulation Distribution of Trusts
8882
Credit for Employer-Provided Childcare Facilities and Services
4972
Tax on Lump-Sum Distributions
8883
Asset Allocation Statement Under Section 338
8886
Reportable Transaction Disclosure Statement
56
Notice Concerning Fiduciary Relationship
8896
Low Sulfur Diesel Fuel Production Credit
5713
International Boycott Relationship
8900
Qualified Railroad Track Maintenance Credit
5884
Work Opportunity Credit
8903
Domestic Production Activities Deduction
6198
At-Risk Limitations
8906
Distilled Spirits Credit
6252
Installment Sale Income
8907
Nonconventional Source Fuel Credit
6478
Alcohol and Cellulosic Biofuel Fuels Credit
8908
Energy Efficient Home Credit
6765
Credit for Increasing Research Activities
8909
Energy Efficient Appliance Credit
6781
Gains and Losses from Section 1256 Contracts and Straddles
8910
Alternative Motor Vehicle Credit
7004
Application for Automatic Extension of Time to File
8911
Alternative Fuel Vehicle Refueling Property Credit
8082
Notice of Inconsistent Treatment or AAR
8912
Credit to Holders of Tax Credit Bonds
8275
Disclosure Statement
8923
Mine Rescue Team Training Credit
8275-R
Regulation Disclosure Statement
8931
Agricultural Chemicals Security Credit
8453-FE
Declaration for an IRS e-file Return
8932
Credit for Employer Differential Wage Payments
8582
Passive Activity Loss Limitations
8933
Carbon Dioxide Sequestration Credit
8582-CR
Passive Activity Credit Limitations
8936
Qualified Plug-in Electric Drive Motor Vehicle Credit
8586
Low-Income Housing Credit
8594
Asset Acquisition Statement
8941
Credit for Small Employer Health Insurance Premiums
8609
Low-Income Housing Credit Allocation and Certification
8944
Preparer e-file Hardship Waiver Request
8609-A
Annual Statement for Low-Income Housing Credit
8948
Preparer Explanation for Not Filing Electronically
8611
Recapture of Low-Income Housing Credit
8949
Sales and Other Dispositions of Capital Assets
8960
Net Investment Income Tax
8697
Interest Computation Under the Look-Back Method for Completed Long-Term Contracts
926
Return by a U.S. Transferor of Property to a Foreign Corporation
8801
Credit for Prior Year Minimum Tax
970
Application to Use LIFO Inventory Method
8820
Orphan Drug Credit
T
Forest Activities Schedule
1041 Schedules:
C
Profit or Loss from Business
1045-B
NOL Carryover
D
Capital Gains and Losses
E
Supplemental Income and Loss
F
Profit and Loss from Farming
H
Household Employment Taxes
I
Alternative Minimum Tax – Estate and Trusts
5713-A
International Boycott Factor
J
Accumulation Distribution for Certain Complex Trusts
5713-B
Specifically Attributable Taxes and Income
K-1
Beneficiary's Share of Income, Deductions, Credits, etc.
1045-A
NOL
5713-C
Tax Effect of the International Boycott Provisions
8938
Statement of Specified Foreign Financial Assets
1041 Worksheets:
1041
Other Income
1116
AMT Detail and Notes
1041
Miscellaneous Income
1116
Gross Income from All Sources
1041
Interest Deductions
1116
Capital Gain Adjustment - Line 18
1041
Deductible Taxes
1116
AMT Capital Gain Adjustment
1041
Other Deductions
2106
Employee, Farmer, or Partner Business Use of Home
1041
Estate Tax Deduction
2220
Annualized Income
1041
Recapture Taxes
2220
Underpayment Penalty Calculation
1041
Other Taxes
2220
Underpayment Penalty Rates
1041
Qualified Mortgage Insurance Premiums Deduction
3800
General Business Credit Carryforwards
1041
Estate or Trust Accounting Income
3800
General Business Credit Carrybacks
1041
Allocation of Deductions to Income
3800
Eligible Small Business Credit Carryforwards
1041
Total Allocations of Income, Deductions and Credits
3800
Credit Carryforward Statement
1041
Total Allocation of Depreciation
3115
Statement of Explanations
1041
Payments of Estimated Tax
4562
Asset Depreciation and Vehicle Expenses
1041
Payments of State Estimated Tax
4562
Amortization
1041
Payments of Local Estimated Tax
4562
Amortization Overflow Summary
1041
Excess Farm Loss
4562
Vehicles and Listed Property Information
1041
Federal Statements
4562
Pre-1987 ACRS Depreciation
1041
Amended Return Statements
4562
Section 179 Summary
Sch K-1
Special Allocation of Income, Deductions and Credits
4562
Amortization Expenditure Summary
Sch K-1
Beneficiary's Share of Foreign Transactions
4562
Listed Property Used Greater than 50% Summary
Sch K-1
Beneficiary's Share of Ordinary Business Income
4562
Listed Property Used 50% or less Summary
Sch K-1
Beneficiary's Share of Rental Real Estate Income
4562
Information on Use of Vehicles Summary
Sch K-1
Beneficiary's Share of Other Rental Income
4864
Casualties and Thefts Section A
Sch K-1
Beneficiary's Instructions
4864
Casualties and Thefts Section B
Sch C/ Sch E
Miscellaneous Income
4797
Supplement for Form 4797 Part I
Sch D
Carryover from Prior Years
4797
Supplement for Form 4797 Part II
Sch D
Unrecaptured Section 1250 Gains
5713
International Boycott Factor
Sch D
Qualified Dividends Tax
5713
Specifically Attributable Taxes and Income
Sch D
Schedule D Tax
5713
Tax Effect of the International Boycott Provisions
Sch D
28% Rate Gain
6781
Supplement for Form 6781 Part I
Sch E
Vacation Home Limitation
6781
Supplement for Form 6781 Part II Section A
Sch E
Schedule E Page 2 Continuation - Partnership K-1
6781
Supplement for Form 6781 Part II Section B
Sch E
Schedule E Page 2 Continuation - S-Corp. K-1
6781
Supplement for Form 6781 Part III
Sch E
Schedule E Page 2 Continuation - Estate K-1
6781
Supplement for Form 6781
Sch F
Crop Insurance and Disaster Payment Postponement Statement
8582
Passive Worksheets
Sch J
Allocation to Beneficiary
8582
Passive Activity Credit Calculations
1045
Net Operating Loss Classification
8586
Transactions between Foreign Disregarded Entities of a Foreign Tax Owner
1045
Detail and Notes
8586
Transfer of Property to a Foreign Partnership
1116
From 1099s or K-1s
8586
Acquisitions, Dispositions, and Changes of Interest in a Foreign Partnership
1116
Manual Information Entry
8586
Partner's Share of Income, Credits, Deductions, etc.
1116
Foreign Tax Credit Additional Information
8586
Form 8865 Schedule K-1 Additional Information
1116
Passive Category Income
8912
Part III - Bond Credit(s) reported to you on Form 1097-BTC
1116
General Category Income
8912
Part IV - Bond Credit(s) not reported on Form 1097-BTC
1116
Certain Income Re-Sourced by Treaty
8949
Form 8949 Attachment Section Totals
1116
Lump-Sum Distributions
8960
Net Gains and Losses
1116
Detail and Notes
E-Filing Information

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