TaxAct 2014 Estates & Trusts Edition

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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

1041 Worksheets:

1041 FEC
Foreign Employer Compensation and Pensions
1116
Line 3e
1041
Other Income
1116
Line 18
1041
Interest Deduction
2106, Sch F, or K-1
Business Use of Home
1041
Deductible Taxes
3800
General Business Credit - GBC Carryforwards
1041
Miscellaneous Income
3800
General Business Credit - GBC Carrybacks
1041
Other Deductions
3800
General Business Credit - ESBC Carryforwards
1041
Estate Tax Deduction
3800
Credit Carryforward Statement
1041
Recapture Taxes
3115
Attachments
1041
Mortgage Insurance Premiums
4562
Asset Depreciation and Vehicle Expenses
1041
Accounting Income
4562
Amortization
Sch K-1
Total Allocations
4562
Amortization Overflow
Sch K-1
Special Allocations
4562
Vehicles and Listed Property
Sch C/Sch E
Miscellaneous Income
4562
Pre-1987 ACRS Depreciation
1041
Estimates Paid
4562
Section 179 Summary
1041
State Estimates Paid
4562
Amortization Expenditure Summary
1041
Local Estimates Paid
4562
Page 2 - Listed Property Used Greater than 50% Summary
2210
Annualized Income
4562
Page 2 - Listed Property Used 50% or less Summary
2210
Penalty Calculation
4562
Page 2 - Information on Use of Vehicles Summary
2210
Underpayment Penalty Rates
4684
Section A
Sch D
Capital Loss - Carryover from Prior Years
4684
Section B
Sch D
Capital Loss - Carryforward to Next Year
4797
Part I
Sch D
Unrecaptured Section 1250 Gains
4797
Part II
Sch D
Qualified Dividends Tax Worksheet
6781
Part I
Sch D
Tax Worksheet
6781
Part II- Section A
Sch D
28% Rate Gain Worksheet
6781
Part II- Section B
8949
Attachment
6781
Part III
Sch E
Vacation Home Limitation
6781
Statements
Sch E
Page 2 Continuation - Partnership K-1
8582
Passive Worksheets
Sch E
Page 2 Continuation - S-Corp. K-1
8582-CR
Detail
Sch E
Page 2 Continuation - Estate K-1
8586
Pass-Through
Rental Income Worksheet
Beneficiary's Rental Income
8858
Schedule M
Rental Income Worksheet
Partner's Rental Income
8865
Schedule O
Sch K-1
Partner's Additional Information
8865
Schedule P
Sch K-1
Publicly Traded Partnership Worksheet
Rental Income Worksheet
Shareholder's Rental Income
8865
Schedule K-1 - Partner's share of Income, Credits, Deductions, etc.
Sch K-1
Shareholder's Additional Information
8865
Schedule K-1 - Additional Information
Sch J
Part IV - Allocation to Beneficiary
8912
Part III
1116
Worksheet - Form 1099's or K-1's
8912
Part IV
1116
Worksheet - Manual Information Entry
1116
Additional Information
1116
Carryover - Passive
8960
Lines 5a-5d
1116
Carryover - General
1116
Carryover - Certain Income Re-Sourced by Treaty
1116
Carryover - Lump-Sum Distributions
1116
AMT Detail and Notes
Excess Farm Loss Worksheet
Crop Insurance and Disaster Payment Postponement Statement
Statement Worksheet
Efiling Information
Beneficiary Letter

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