TaxAct Online 2020 Estates & Trusts
TaxAct Estates & Trusts (Form 1041)
The fast, easy and affordable way to prepare and e-file your federal Estates & Trusts tax return.
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.
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| Tax Forms, Schedules and Worksheets | |
|---|---|
| 1041 | U.S. Income Tax Return for Estates and Trusts |
| 1041-A | U.S. Information Return Trust Accumulation of Charitable Amounts |
| 1041-T | Allocation of Estimated Tax Payments to beneficiaries |
| 1041-V | Payment Voucher |
| 1041-ES | Estimated Income Tax for Estates and Trusts |
| 1045 | Application for Tentative Refund |
| 1116 | Foreign Tax Credit |
| 2210 | Underpayment of Estimated Tax by Individuals |
| 2210-F | Underpayment of Estimated Tax by Farmers and Fishermen |
| 2848 | Power of Attorney and Declaration of Representative |
| 3115 | Application for Change in Accounting Method |
| 3468 | Investment Credit |
| 3800 | General Business Credit |
| 4136 | Credit for Tax Paid on Fuels |
| 4562 | Depreciation and Amortization |
| 4684 | Casualties and Thefts |
| 4797 | Sales of Business Property |
| 4952 | Investment Interest Expense |
| 4972 | Tax on Lump-Sum Distributions |
| 8896 | Low Sulfur Diesel Fuel Production Credit |
| 8900 | Qualified Railroad Track Maintenance Credit |
| 8903 | Domestic Production Activities Deduction |
| 8906 | Distilled Spirits Credit |
| 8907 | Nonconventional Source Fuel Credit |
| 8908 | Energy Efficient Home Credit |
| 8909 | Energy Efficient Appliance Credit |
| 8910 | Alternative Motor Vehicle Credit |
| 8911 | Alternative Fuel Vehicle Refueling Property Credit |
| 8923 | Mine Rescue Team Training Credit |
| 8931 | Agricultural Chemicals Security Credit |
| 8932 | Credit for Employer Differential Wage Payments |
| 8933 | Carbon Dioxide Sequestration Credit |
| 8936 | Qualified Plug-in Electric Drive Motor Vehicle Credit |
| 8594 | Asset Acquisition Statement |
| 8609 | Low-Income Housing Credit Allocation and Certification |
| 8609-A | Annual Statement for Low-Income Housing Credit |
| 8960 | Net Investment Income Tax |
| 8824 | Like-Kind Exchanges |
| 8826 | Disabled Access Credit |
| 8829 | Expenses for Business Use of Your Home |
| 8833 | Treaty-Based Return Position Disclosure Under Section 6114 or 7701(b) |
| 8835 | Renewable Electricity, Refined Coal, and Indian Coal Production Credit |
| 8844 | Empowerment Zone Employment Credit |
| 8845 | Indian Employment Credit |
| 8846 | Credit for Employer Social Security and Medicare Taxes Paid on Certain Employee Tips |
| 8855 | Election to Treat a Qualified Revocable Trust as Part of an Estate |
| 8864 | Biodiesel and Renewable Diesel Fuels Credit |
| 8868 | Application for Extension of Time to File an Exempt Organization Return |
| 8874 | New Markets Credit |
| 8879-F | Tax Declaration to E-File |
| 8881 | Credit for Small Employer Pension Plan Startup Costs |
| 8882 | Credit for Employer-Provided Childcare Facilities and Services |
| 56 | Notice Concerning Fiduciary Relationship |
| 5884 | Work Opportunity Credit |
| 6198 | At-Risk Limitations |
| 6252 | Installment Sale Income |
| 6478 | Alcohol and Cellulosic Biofuel Fuels Credit |
| 6765 | Credit for Increasing Research Activities |
| 6781 | Gains and Losses from Section 1256 Contracts and Straddles |
| 7004 | Application for Automatic Extension of Time to File |
| 8453-FE | Declaration for an IRS e-file Return |
| 8582 | Passive Activity Loss Limitations |
| 8582-CR | Passive Activity Credit Limitations |
| 8586 | Low-Income Housing Credit |
| 8941 | Credit for Small Employer Health Insurance Premiums |
| 8944 | Preparer e-file Hardship Waiver Request |
| 8948 | Preparer Explanation for Not Filing Electronically |
| 8949 | Sales and Other Dispositions of Capital Assets |
| 8801 | Credit for Prior Year Minimum Tax |
| 8820 | Orphan Drug Credit |
| C | Profit or Loss from Business |
| D | Capital Gains and Losses |
| F | Profit and Loss from Farming |
| I | Alternative Minimum Tax – Estate and Trusts |
| J | Accumulation Distribution for Certain Complex Trusts |
| K-1 | Beneficiary's Share of Income, Deductions, Credits, etc. |
| 1045-B | NOL Carryover |
| E | Supplemental Income and Loss |
| H | Household Employment Taxes |
| 1045-A | NOL |
| 8938 | Statement of Specified Foreign Financial Assets |
| 1041 | Other Income |
| 1041 | Miscellaneous Income |
| 1041 | Interest Deductions |
| 1041 | Deductible Taxes |
| 1041 | Other Deductions |
| 1041 | Estate Tax Deduction |
| 1041 | Recapture Taxes |
| 1041 | Other Taxes |
| 1041 | Qualified Mortgage Insurance Premiums Deduction |
| 1041 | Estate or Trust Accounting Income |
| 1041 | Allocation of Deductions to Income |
| 1041 | Total Allocations of Income, Deductions and Credits |
| 1041 | Total Allocation of Depreciation |
| 1041 | Payments of Estimated Tax |
| 1041 | Payments of State Estimated Tax |
| 1041 | Payments of Local Estimated Tax |
| 1041 | Excess Farm Loss |
| 1041 | Federal Statements |
| 1041 | Amended Return Statements |
| Sch K-td< | -xs-9">Special Allocation of Income, Deductions and Credits |
| Sch K-td< | -xs-9">Beneficiary's Share of Foreign Transactions |
| Sch K-td< | -xs-9">Beneficiary's Share of Ordinary Business Income |
| Sch K-td< | -xs-9">Beneficiary's Share of Rental Real Estate Income |
| Sch K-td< | -xs-9">Beneficiary's Share of Other Rental Income |
| Sch K-td< | -xs-9">Beneficiary's Instructions |
| Sch Ctd | -12 col-xs-9">Miscellaneous Income |
| Sch Dtdd | 9">Carryover from Prior Years |
| Sch Dtdd | 9">Unrecaptured Section 1250 Gains |
| Sch Dtdd | 9">Qualified Dividends Tax |
| Sch Dtdd | 9">Schedule D Tax |
| Sch Dtdd | 9">28% Rate Gain |
| Sch Etdd | 9">Vacation Home Limitation |
| Sch Etdd | 9">Schedule E Page 2 Continuation - Partnership K-1 |
| Sch Etdd | 9">Schedule E Page 2 Continuation - S-Corp. K-1 |
| Sch Etdd | 9">Schedule E Page 2 Continuation - Estate K-1 |
| Sch Ftdd | 9">Crop Insurance and Disaster Payment Postponement Statement |
| Sch Jtdd | 9">Allocation to Beneficiary |
| 1045 | Net Operating Loss Classification |
| 1045 | Detail and Notes |
| 1116 | From 1099s or K-1s |
| 1116 | Manual Information Entry |
| 1116 | Foreign Tax Credit Additional Information |
| 1116 | Passive Category Income |
| 1116 | General Category Income |
| 1116 | Certain Income Re-Sourced by Treaty |
| 1116 | Lump-Sum Distributions |
| 1116 | Detail and Notes |
| 1116 | AMT Detail and Notes |
| 1116 | Gross Income from All Sources |
| 1116 | Capital Gain Adjustment - Line 18 |
| 1116 | AMT Capital Gain Adjustment |
| 2106 | Employee, Farmer, or Partner Business Use of Home |
| 2220 | Annualized Income |
| 2220 | Underpayment Penalty Calculation |
| 2220 | Underpayment Penalty Rates |
| 3800 | General Business Credit Carryforwards |
| 3800 | General Business Credit Carrybacks |
| 3800 | Eligible Small Business Credit Carryforwards |
| 3800 | Credit Carryforward Statement |
| 3115 | Statement of Explanations |
| 4562 | Asset Depreciation and Vehicle Expenses |
| 4562 | Amortization |
| 4562 | Amortization Overflow Summary |
| 4562 | Vehicles and Listed Property Information |
| 4562 | Pre-1987 ACRS Depreciation |
| 4562 | Section 179 Summary |
| 4562 | Amortization Expenditure Summary |
| 4562 | Listed Property Used Greater than 50% Summary |
| 4562 | Listed Property Used 50% or less Summary |
| 4562 | Information on Use of Vehicles Summary |
| 4864 | Casualties and Thefts Section A |
| 4864 | Casualties and Thefts Section B |
| 4797 | Supplement for Form 4797 Part I |
| 4797 | Supplement for Form 4797 Part II |
| 6781 | Supplement for Form 6781 Part I |
| 6781 | Supplement for Form 6781 Part II Section A |
| 6781 | Supplement for Form 6781 Part II Section B |
| 6781 | Supplement for Form 6781 Part III |
| 6781 | Supplement for Form 6781 |
| 8582 | Passive Worksheets |
| 8582 | Passive Activity Credit Calculations |
| 8586 | Transactions between Foreign Disregarded Entities of a Foreign Tax Owner |
| 8586 | Transfer of Property to a Foreign Partnership |
| 8586 | Acquisitions, Dispositions, and Changes of Interest in a Foreign Partnership |
| 8586 | Partner's Share of Income, Credits, Deductions, etc. |
| 8586 | Form 8865 Schedule K-1 Additional Information |
| 8912 | Part III - Bond Credit(s) reported to you on Form 1097-BTC |
| 8912 | Part IV - Bond Credit(s) not reported on Form 1097-BTC |
| 8949 | Form 8949 Attachment Section Totals |
| 8960 | Net Gains and Losses |
| E-Filing td< | -xs-9"> |
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