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TaxAct Estates & Trusts
TaxAct Estates & Trusts (Form 1041), the fast, easy, and affordable way to prepare and e-file your federal Estates & Trusts tax return.
Pay only when you file
Our Products are Easy-to-Use and Guarantee Accuracy
Extended Access to Your Return
With 1 year of online return access and 6 years of PDF access, it's easy to print copies and plan for next year.
Maximize deductions
TaxAct's list of common estate & trust expenses to help you report and maximize common deductions.
Does the work for you
Just answer simple, plain-English interview questions and TaxAct automatically calculates and enters your data into the appropriate tax forms.
Unlimited free support
Never get stumped by a tax question. Search for the fastest answers in the Answer Center, or contact us for free account & technical support when you need it.
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.
Select list of Federal and State tax forms supported
| Description | |
|---|---|
| Form 1041 | U.S. Income Tax Return for Estates and Trusts |
| Form 1041A | U.S. Information Return Trust Accumulation of Charitable Amounts |
| Form 1041T | Allocation of Estimated Tax Payments to Beneficiaries |
| Form 1041V | Payment Voucher |
| Form 1045 | Application for Tentative Refund |
| Form 1116 | Foreign Tax Credit |
| Form 1116AMT | Foreign Tax Credit for AMT |
| Form 2210 | Underpayment of Estimated Tax by Individuals Estates and Trusts |
| Form 2210F | Underpayment of Estimated Tax by Farmers and Fishermen |
| Form 3115 | Application for Change in Accounting Method |
| Form 3468 | Investment Credit |
| Form 3800 | General Business Credit |
| Form 4136 | Credit for Federal Tax Paid on Fuels |
| Form 4255 | Recapture of Investment Credit |
| Form 4562 | Depreciation and Amortization |
| Form 461 | Limitation on Business Losses |
| Form 4684 | Casualties and Thefts |
| Form 4797 | Sales of Business Property |
| Form 4952 | Investment Interest Expense |
| Form 4972 | Tax on Lump Sum Distributions |
| Form 56 | Notice Concerning Fiduciary Relationship |
| Form 5884 | Work Opportunity Credit |
| Form 6198 | At Risk Limitations |
| Form 6252 | Installment Sale Income |
| Form 6478 | Biofuel Producers Credit |
| Form 6765 | Credit for Increasing Research Activities |
| Form 6781 | Gains and Losses From Section 1256 Contracts and Straddles |
| Form 7004 | Application for Automatic Extension of Time to File |
| Form 8453FE | U.S. Estate or Trust Declaration for an IRS efile Return |
| Form 8582 | Passive Activity Loss Limitations |
| Form 8582CR | Passive Activity Credit Limitations |
| Form 8586 | Low Income Housing Credit |
| Form 8594 | Asset Acquisition Statement Under Section 1060 |
| Form 8609 | Low Income Housing Credit Allocation and Certification |
| Form 8801 | Credit for Prior Year Minimum Tax |
| Form 8820 | Orphan Drug Credit |
| Form 8824 | Like Kind Exchanges |
| Form 8826 | Disabled Access Credit |
| Form 8829 | Expenses for Business Use of Your Home |
| Form 8833 | Treaty Based Return Position Disclosure Under Section 6114 or 7701(b) |
| Form 8835 | Renewable Electricity Refined Coal and Indian Coal Production Credit |
| Form 8844 | Empowerment Zone Employment Credit |
| Form 8845 | Indian Employment Credit |
| Form 8846 | Credit for Employer Social Security and Medicare Taxes Paid on Certain Employee Tips |
| Form 8855 | Election to Treat a Qualified Revocable Trust as Part of an Estate |
| Form 8864 | Biodiesel and Renewable Diesel Fuels Credit |
| Form 8868 | Application for Extension of Time to File an Exempt Organization Return |
| Form 8874 | New Markets Credit |
| Form 8881 | Credit for Small Employer Pension Plan Startup Costs |
| Form 8882 | Credit for Employer Provided Childcare Facilities and Services |
| Form 8886 | Reportable Transaction Disclosure Statement |
| Form 8896 | Low Sulfur Diesel Fuel Production Credit |
| Form 8900 | Qualified Railroad Track Maintenance Credit |
| Form 8903 | Domestic Production Activities Deduction |
| Form 8906 | Distilled Spirits Credit |
| Form 8908 | Energy Efficient Home Credit |
| Form 8910 | Alternative Motor Vehicle Credit |
| Form 8911 | Alternative Fuel Vehicle Refueling Property Credit |
| Form 8923 | Mine Rescue Team Training Credit |
| Form 8932 | Credit for Employer Differential Wage Payments |
| Form 8933 | Carbon Dioxide Sequestration Credit |
| Form 8936 | Clean Vehicle Credits |
| Form 8938 | Statement of Specified Foreign Financial Assets |
| Form 8941 | Credit for Small Employer Health Insurance Premiums |
| Form 8948 | Preparer Explanation for Not Filing Electronically |
| Form 8949 | Sales and Other Dispositions of Capital Assets |
| Form 8960 | Net Investment Income Tax |
| Form 8994 | Employer Credit for Paid Family and Medical Leave |
| Form 8995 | Qualified Business Income Deduction Simplified Computation |
| Form 8995A | Qualified Business Income Deduction |
| Form 8997 | Initial and Annual Statement of Qualified Opportunity Fund (QOF) Investments |
| Form 965A | Individual Report of Net 965 Tax Liability |
| Schedule C | Profit or Loss From Business |
| Schedule D | Capital Gains and Losses |
| Schedule E | Supplemental Income and Loss |
| Schedule F | Profit or Loss From Farming |
| Schedule H | Household Employment Taxes |
| Schedule I | Alternative Minimum Tax Estates and Trusts |
| Schedule J | Accumulation Distribution for Certain Complex Trusts |
| Schedule K1 | Beneficiarys Share of Income Deductions Credits etc. |
| Form 8936 Schedule A | Clean Vehicle Credit Amount |
| Description | State | |
|---|---|---|
| Form 41 | Fiduciary Income Tax Return | Alabama |
| Form 4952A | Investment Interest Expense | Alabama |
| Form AL8453 FDT | Income Tax Declaration for Electronic Filing | Alabama |
| Form FDTV | Fiduciary Income Tax Payment Voucher | Alabama |
| Form KRCC | Project Distributing Entity Share of Capital Credit | Alabama |
| Form NOLF 85 | Computation of Net Operating Loss | Alabama |
| Form NOLF 85A | Application of Net Operating Loss | Alabama |
| Schedule D | Profit or Loss from Sales of Assets | Alabama |
| Schedule E | Supplemental Income and Loss | Alabama |
| Schedule ESBT | Worksheet for Electing Small Business | Alabama |
| Schedule FC | Fiduciary Credits | Alabama |
| Schedule G | Grantor Statement of Income Deductions Credits | Alabama |
| Schedule K1 | Beneficiary Information | Alabama |
| Schedule KRCCB | Recipients Share of Capital Credit for Business Entities Including Trusts | Alabama |
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100% Accuracy Guarantee
Rest assured, TaxAct guarantees the calculations on your return are 100% correct.
7 years of access to your return
Easily access and print copies of your prior returns for seven years after the filing date.
TaxAct Costs Less: “File for less” and percentage savings claims based on comparison with TurboTax federal pricing for paid consumer online 1040 filing products on 04/01/2025.
Maximum Refund Guarantee: We guarantee you’ll get your maximum tax refund if you use one of TaxAct’s individual 1040 products to e-file your return. If you are a registered user of TaxAct’s individual 1040 products and you receive a larger refund amount or pay a smaller tax due amount on your federal and/or state tax return using an online tax preparation software other than the TaxAct software, then we will refund to you the applicable federal and/or state purchase price paid by you for the TaxAct software. All other fees are excluded. Read more about our Maximum Refund Guarantee.
$100k Accuracy Guarantee: We guarantee our software is 100% accurate and will calculate your maximum refund under applicable law. If an error in our software results in you ultimately receiving a smaller refund or larger tax liability than you receive using the same data with another tax preparation product, we will: (1) refund the applicable software fees you paid us, (2) pay you the difference in the tax refund or liability, (3) cover any penalties and interest levied against you and (4) any reasonably documented legal and audit costs you incur. In no event will our total, cumulative obligation under (1)-(4) above to any customer under this guarantee exceed $100,000. This guarantee only extends to returns that are e-filed by taxpayers preparing their own tax returns using our Consumer 1040 products. Read more about our $100k Accuracy Guarantee.
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All-Inclusive Bundle: Percent savings based on TaxAct Self Employed edition and a la carte pricing when you qualify for Refund Transfer. All-inclusive is a collection of select products and services that may be used to enhance your DIY 1040 tax preparation and filing experience. Additional state(s) returns are not included. In order to use Refund Transfer, you must qualify and choose to pay for your bundle using Refund Transfer. Offer may not be combined with other offers.
Audit Defense: See Audit Defense provided by Tax Protection Plus (PDF) for further details of services and requirements. May not apply to certain forms and credits. Certain customers may not qualify for services based on past tax audit history, residency, or other factors. Audit Defense is not insurance. Audit Defense is subject to terms and conditions (PDF) located on Tax Protection Plus's website.
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Refer-A-Friend: Offer valid through October 31, 2025. For each friend you refer to TaxAct who did not prepare and file using us last year, you get a $20 Amazon.com Gift Card after they file their taxes using TaxAct’s 2024 Deluxe, Premier or Self-Employed product. Even better, they get 20% off our federal tax filing products by using the share link you receive from us. The total maximum reward payout per calendar year you may receive is $599.
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Most Popular: TaxAct Deluxe is our most popular product among our online customers with more complex tax situations.
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Refund Amounts Shown: Actual refund amounts vary based on your tax situation. Number shown in illustrations are based on IRS published data stating that average 2023 tax refunds were more than $2812. See IRS article for more information.
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