TaxAct 2015 Estates & Trusts All-States

TaxAct Estates & Trusts (Form 1041) State

The fast, easy and affordable way to prepare and e-file your state 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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Alabama

Forms & Schedules
Form 41
Fiduciary Income Tax Return
Schedule D
Profit or Loss from Sales of Assets
Schedule E
Supplemental Income and Loss
Schedule ESBT
Worksheet for Electing Small Business
Schedule FC
Fiduciary Credits
Schedule G
Grantor Statement of Income, Deductions, Credits
Schedule K-1
Beneficiary Information
Form NOL-F85
Computation of Net Operating Loss
Form NOL-F85A
Application of Net Operating Loss
Form FDT-V
Fiduciary Income Tax Payment Voucher
Form FDT-V
Extension Tax Payment Voucher
Form AL8453-FDT
Income Tax Declaration for Electronic Filing
Form 4952A
Investment Interest Expense Deduction
Worksheets
Form 41
Allocation of Deductions to Income

Arizona

Forms & Schedules
Form 141 AZ
Fiduciary Income Tax Return
141 AZ Schedule K-1
Resident or Part-Year Resident Beneficiary's Share of Fiduciary Adjustment
141 AZ Schedule K-1(NR)
Nonresident Beneficiary's Share of Fiduciary Adjustment
Form 141AZ ES
Estate or Trust Estimated Income Tax Payment
Form 141AZ EXT
Application for Filing Extension for Fiduciary Returns
Form 210
Notice of Assumption of Duties in a Fiduciary Capacity
Net Long-Term Capital Gain Subtraction for Assets Acquired after 12/31/2011
Fiduciary Worksheet
Worksheets
Schedule B worksheet
Other Additions and Subtractions
Worksheet for Net Long-Term Capital Gain Subtraction for Assets Acquired after December 31, 2011

California

Forms & Schedules
Form 541
Fiduciary Income Tax Return
Schedule J (541)
Trust Allocation of an Accumulation Distribution
Schedule P (541)
Alternative Minimum Tax and Credit Limitations
Schedule D (541)
Capital Gain or Loss
Schedule D-1
Sales of Business Property
Schedule G-1
Tax on Lump-Sum Distributions
Schedule K-1
Beneficiary's Share of Income, Deductions, Credits, etc.
Schedule S
Other State Tax Credit
Form 3510
Credit for Prior Year Alternative Minimum Tax
Form 3521
Low-Income Housing Credit
Form 3523
Research Credit
Form 3526
Investment Interest Expense Deduction
Form 3547
Donated Agricultural Products Transportation Credit
Form 3548
Disabled Access Credit for Eligible Small Businesses
Form 3554
New Employment Credit
Form 3563
Automatic Extension for Fiduciaries
Form 3801
Passive Activity Loss Limitations
Form 3805E
Installment Sale Income
Form 3805V
Net Operating Loss (NOL) Computation and NOL and Disaster Loss Limitations
Form 3885F
Depreciation and Amortization
Form 5805
Underpayment of Estimated Tax
Form 8453-FID
E-File Return Authorization for Fiduciaries
Form 8455-FID
E-File Payment Record for Fiduciaries
Form 8879-FID
E-File Signature Authorization for Fiduciaries

Colorado

Forms & Schedules
Form 105
Fiduciary Income Tax Return
Schedule A
Name and Address of Beneficiaries
Schedule B
Computation of the Shares of the Colorado Fiduciary Adjustment
Schedule C
Computation of the Percentage of Federal Distributable Net Income
Schedule D
Beneficiaries Information
Schedule E
Part-year/Nonresident Estate or Trust Apportionment Schedule
Schedule F
Fiduciary Alternative Minimum Tax
Schedule G
Fiduciary Credit Schedule
Form DR 0105EP
Estate/Trust Estimated Tax Payment Form
Form DR 0104BEP
Colorado Nonresident Beneficiary Estimated Income Tax Payment
Form DR 0158-F
Payment for Automatic Colorado Extension for Estates and Trusts
Form DR 0617
Innovative Motor Vehicle Credit
Form DR 1316
Colorado Source Capital Gain Affidavit
Form DR 1366
Enterprise Zone Carryforward Schedule
Form DR 0900F
Payment Form for Electronic Filing
Form DR 1778
E-File Attachment Form
Form DR 8453F
Declaration for Electronic Filing

Connecticut

Forms & Schedules
Form CT-1041
Income Tax Return for Trusts and Estates
Schedule CT-1041B
Fiduciary Adjustment Allocation
Schedule CT-1041C
Taxable Income Calculation
Schedule CT-1041FA
Fiduciary Allocation
Schedule CT-1041WH
Income Tax Withholding
Schedule CT-IT Credit
Income Tax Credit Summary
Schedule CT-1041 K-1
Beneficiaries Share of Certain Connecticut Items
Schedule I
Alternative Minimum Tax Computation of Trusts or Estates
Form CT-1041ES
Estimated Income Tax Payment For Trust and Estates
Form CT-1041 EXT
Application for Extension of Time to File Income Tax Return for Trusts and Estates
Form CT-1041 V
Electronic Filing Payment Voucher
Schedule CT K-1T
Transmittal of Schedule CT K-1

Georgia

Forms & Schedules
Form 501
Fiduciary Income Tax Return
Form 501X
Amended Fiduciary Income Tax Return
Form 500ES
Fiduciary Estimated Tax
Form 500 UET
Underpayment of Georgia Estimated Tax
Form IT-303
Application for Extension of Time for Filing
Form 525 TV
Payment Voucher
Form IT-560
Extension Payment Voucher
Form 8453
Declaration for Electronic Filing

Illinois

Forms & Schedules
Form IL-1041
Fiduciary Income and Replacement Tax Return
Form IL-1041-X
Amended Fiduciary Income and Replacement Tax Return
Form IL-4562
Special Depreciation
Form IL-477
Replacement Tax Investment Credits
Form IL-505-B
Automatic Extension Payment
Schedule CR
Credit for Taxes Paid to Another State
Schedule D
Beneficiary's Identification
Schedule I
Income Received
Schedule K-1-T
Beneficiary's Share of Income and Deductions
Schedule M
Other Additions and Subtractions for Businesses
Schedule NLD
Illinois Net Loss Deduction
Schedule NR
Nonresident Computation of Fiduciary Income
Schedule 1299-D
Income Tax Credits (for corporations and fiduciaries)
Schedule K-1-T(3)
Pass-through Withholding Calculation for Nonresident Members (place after the other Schedule K-1)
Form IL-56
Notice of Fiduciary Relationship

Indiana

Forms & Schedules
IT-41
Fiduciary Income Tax Return
Schedule IN K-1
Beneficiary's Share of Indiana Adjusted Gross Income, Deductions, Modifications, and Credits
Schedule Composite
Entity's Composite Indiana Adjusted Gross Income Tax Return
IT-41ES
Fiduciary Payment Voucher for Estimated Tax, Extension, or Composite Payment
IT-40NOL
Net Operating Loss Computation

Iowa

Forms & Schedules
Form IA 1041
Fiduciary Return
Form IA 1041V
Fiduciary Income Tax Payment Voucher
Form IA 1041 Schedule C
Computation of Nonresident's Tax Credit
Form IA 128
Research Activities Tax Credit
Form IA 128S
Alternative Simplified Research Activities Tax Credit
Form IA 130
Out-of-State Credit Computation
Form IA 134
S Corporation Apportionment Tax Credit
Form IA 135
E85 Gasoline Promotion Tax Credit
Form IA 137
Ethanol Promotion Tax Credit
Form IA 138
E15 Plus Gasoline Promotion Tax Credit
Form IA 147
Franchise Tax Credit
Form IA 148
Tax Credits Schedule
Form IA 4136
Iowa Fuel Tax Credit
Form IA 4562A
Depreciation Adjustment Schedule
Form IA 4562B
Depreciation Accumulated Adjustment Schedule
Form IA 6251
Minimum Tax Computation
Form IA 8801
Credit for Prior-Year Minimum Tax
Form IA 8864
Biodiesel Blended Fuel Tax Credit

Kansas

Forms & Schedules
Form K-41
Fiduciary Income Tax Return
Form K-41
Part I - Modifications to Federal Taxable Income
Form K-41
Part II - Computation of Shares of the Modification to Federal Taxable Income
Form K-41
Part III - Computation of Federal Taxable Income of the Estate or Trust from Kansas Sources
Form K-41
Part IV - Nonresident Beneficiaries' Shares of Income and Tax to be Withheld
Form K-18
Fiduciary Report of Nonresident Beneficiary Tax Withheld
Schedule K-1
Supplemental Information for Beneficiaries
Worksheet (Form K-41)
Credit for Taxes Paid to Another State

Kentucky

Forms & Schedules
>
Form 741
Kentucky Fiduciary Income Tax Return
Form 42A741(K-1)
Kentucky Beneficiary's Share of Income, Deductions, Credits, Etc.
Form 42A741(D)
Kentucky Capital Gains and Losses
Schedule P
Kentucky Pension Income Exclusion
Form 40A102
Application for Extension of Time to File Individual Income Tax Returns For Kentucky
Form 2210-K
Underpayment of Estimated Tax
Form 4972-K
Kentucky Tax on Lump-Sum Distributions
Form 5695-K
Kentucky Energy Efficiency Products Tax Credit
Form 8582-K
Kentucky Passive Activity Loss Limitations
Schedule KNOL
Kentucky Net Operating Loss Schedule
Form PTE-WH
Kentucky Nonresident Income Tax Withholding on Net Distributive Share Income

Maryland

Forms & Schedules
Form 504
Fiduciary Income Tax Return
Form 504NR
Fiduciary Nonresident Income Tax Calculation
Form 504D
Fiduciary Declaration of Estimated Income Tax
Form 504E
Application For Extension to File Fiduciary Income Tax Return
Form 504 Schedule K-1
Fiduciary Modified Schedule K-1 Beneficiary's Information
Form 504UP
Underpayment of Estimated Income Tax by Fiduciaries
Form 510 Schedule K-1
Pass-Through Entity Member's Information
Form 588
Direct Deposit of Maryland Income Tax Refund to More Than One Account
Form 504CR
Business Income Tax Credits for Fiduciaries
Form 502TP
Computation of Tax Preference Income
Form 502S
Maryland Sustainable Communities Tax Credit
Form 502CR
Maryland Income Tax Credits For Individuals
Form 500DM
Decoupling Modification

Massachusetts

Forms & Schedules
Form 2
Massachusetts Fiduciary Income Tax return
Schedule B/R
Beneficiary/Remaindermen
Schedule B
Interest Dividends and Certain Capital Gains and Losses
Schedule D
Capital Gains and Losses
Schedule E and F
Rental Income or Loss and Credit for Taxes Paid
Schedule H
Expenses and Fiduciary Compensation
Schedule IDD
Income Distribution Deduction
Schedule 2K-1
Beneficiary's Massachusetts Information
Form 2-PV
Massachusetts Fiduciary Income Tax Payment Voucher
Form 2-ES
Estimated Income Tax payment vouchers
Form M-2210F
Underpayment of Massachusetts Estimated Income Tax for Fiduciaries
Form M-8453F
Fiduciary Tax Declaration for Electronic Filing
Form M-8736
Application for Extension of Time to File Fiduciary Return
Schedule C
Business Income
Schedule EOAC
Economic Opportunity Area Credit
Schedule LP
Credit for Removing or Covering Lead Paint on Residential Premises
Schedule RFC
Refundable Film Credit

Michigan

Forms & Schedules
Form MI-1041
Michigan Fiduciary Income Tax Return
Form MI-1041D
Adjustments of Capital Gains and Losses
Form MI-1041ES
Estimated Income Tax for Fiduciaries
Form MI-2210
Underpayment of Estimated Income Tax
Form 4
Application for Extension of Time to File Michigan Tax Returns
Form MI-4797
Adjustments of Gains and Losses from Sales of Business Property
Form MI-8949
Michigan Sales and Other Dispositions of Capital Assets
Schedule W
Withholding Tax Schedule

Minnesota

Forms & Schedules
Form M2
Income Tax Return for Estates and Trusts
Form M2X
Amended Income Tax Return for Estates and Trusts
Schedule M2MT
Alternative Minimum Tax
Schedule KF
Beneficiary's Share of Minnesota Taxable Income
Schedule M1LS
Tax on Lump Sum Distributions
Schedule M1CR
Adjustments of Gains and Losses from Sales of Business Property
Form ETP
Employer Transit Pass Credit
Schedule JOBZ
JOBZ Tax Benefits
Form EST
Additional Charge for Underpayment of Estimated Tax
Fiduciary Estimated Tax Payments
Form Bank
Bank Authorization for Direct Debit
Fiduciary Payment Voucher
Fiduciary Amended Return Payment Voucher
Fiduciary Extension Payment Voucher
Worksheets
Bonus Depreciation Adjustment Worksheet
Schedule KF
Beneficiary's Share of Minnesota Taxable Income Received
Schedule KPI
Partner's Share of Income Credits and Modifications Received
Schedule KS
Shareholder's Share of Income Credits, and Modifications Received
Form M2
Additional Beneficiary Information Worksheet
Form M2
Bonus Depreciation Adjustment Worksheet

Missouri

Forms & Schedules
Form MO-1041
Fiduciary Income Tax return
MO-NRF
Nonresident Fiduciary Form
MO-TC
Miscellaneous Income Tax return
MO-CR
Credit for Income Tax Paid to Other States
MO-60
Application for Extension of Time to File
MO-FPT
Food Pantry Tax Credit
MO-1041-V
Fiduciary Income Tax Payment Voucher

Nebraska

Forms & Schedules
Form 1041N
Nebraska Fiduciary Income Tax Return
Schedule K-1N
Beneficiary's Share of Income, Deductions, Modifications, and Credits
Form 7004N
Application for Automatic Extension of Time
Form 1041N-ES
Nebraska Fiduciary Voluntary Estimated Income Tax Payment Voucher
Schedule I
Computation of Nebraska Tax
Schedule II
Nonresident Beneficiary's Share of Nebraska Income, Deductions, and Credits
Schedule III
Credit for Tax Paid to Another State
Worksheets
Form 1041N ESBT Worksheet
Electing Small Business Trust (ESBT) Tax Calculation Worksheet

New Jersey

Forms & Schedules
Form NJ-1041
Gross Income Tax Fiduciary Return
Schedule A
Net Gains or Income from Disposition of Property
Schedule B
Beneficiaries' Share of Income
Schedule C
Credit for Income or Wage Taxes Paid to Other Jurisdiction
Schedule D
Allocation of Business Income to New Jersey
Schedule E
New Jersey Income of Nonresident Estates and Trusts
Schedule NJ-BUS-1
Business Income Summary Schedule
Schedule NJ-BUS-2
Alternative Business Calculation Adjustment
Form NJ-NR-A
Business Allocation Schedule
Schedule NJK-1 (Form NJ-1041)
Beneficiary's or Grantor's Share of Income
Form NJ-1040-ES
Estimated Tax Worksheet
Form NJ-1040-O
E-File Opt-Out Request Form (Preparer Only)
Form NJ-630
Application for Extension of Time to File NJ Gross Income Tax Return

New York

Forms & Schedules
Form IT-205
Fiduciary Income Tax Return
Form IT-205-A
Fiduciary Allocation
Form IT-205-C
New York State Resident Trust Nontaxable Certification
Form IT-205-T
Allocation of Estimated Tax Payments to Beneficiaries
Form IT-205-V
Payment Voucher for Fiduciary Income Tax Returns
Form IT-112-C
Resident Tax Credit for Taxes Paid to Canada
Form IT-112-R
Resident Tax Credit
Form IT-112.1
Resident Credit Against Separate Tax on Lump-Sum Distributions
Form IT-135
Sales and Use Tax Report For Purchases of Items or Services Costing $25,000 or more
Form IT-182
Passive Activity Loss Limitations
Form IT-212
Investment Credit
Form IT-212-ATT
Claim for Historic Barn Rehabilitation Credit and Employment Incentive Credit
Form IT-217
Claim for Farmers' School Tax Credit
Form IT-219
Credit for New York City Unincorporated Business Tax
Form IT-222
General Corporation Tax Credit for Full-Year NYC Resident Estates and Trusts
Form IT-223
Innovation Hot Spot Deduction
Form IT-225
New York State Modifications
Form IT-230
Separate Tax on Lump-Sum Distributions
Form IT-241
Claim for Clean Heating Fuel Credit
Form IT-242
Claim for Conservation Easement Tax Credit
Form IT-249
Claim for Long-Term Care Insurance Credit
Form IT-250
Claim for Credit for Purchase of an Automated External Defibrillator
Form IT-256
Claim for Special Additional Mortgage Recording Tax Credit
Form IT-257
Claim of Right Credit
Form IT-370-PF
Application for Extension of Time to File
Form IT-398
Depreciation Schedule for IRC Section 168(k) Property
Form IT-399
New York State Depreciation Schedule
Form IT-501
Temporary Deferral Nonrefundable Payout Credit
Form IT-502
Temporary Deferral Refundable Payout Credit
Form IT-601
Claim for EZ Wage Tax Credit
Form IT-603
Claim for EZ Investment Tax Credit and EZ Employment Incentive Credit
Form IT-604
Claim for QEZE Tax Reduction Credit
Form IT-606
Claim for QEZE Credit for Real Property Taxes
Form IT-607
Claim for Excelsior Jobs Program Tax Credit
Form IT-611
Claim for Brownfield Redevelopment Tax Credit
Form IT-611.1
Claim for Brownfield Redevelopment Tax Credit
Form IT-612
Claim for Remediated Brownfield Credit for Real Property Taxes
Form IT-634
Empire State Jobs Retention Program Credit
Form IT-635
New York Youth Works Tax Credit
Form IT-636
Beer Production Credit
Form IT-637
Alternative Fuels and Electric Vehicle Recharging Property Credit
Form IT-2105.9
Underpayment of Estimated Income Tax
Form IT-2106
Estimated Income Tax Worksheet
Form Y-206
Yonkers Nonresident Fiduciary Earnings Tax Return
Form TR-579.2-IT
E-File Signature Authorization
Form TR-579.3-IT
E-File Signature Authorization for Form IT-370-PF

North Carolina

Forms & Schedules
Form D-407
Estates and Trusts Income Tax Return
Form D-407TC
Estates and Trusts Tax Credit Summary
Form D-407 NC K-1
Beneficiary's Share of NC Income, Adjustments, and Credits
Form D-410P
Application for Extension of Filing Estate or Trust Tax Return
Form NC-EDU
Education Endowment Fund Payment Voucher
Schedule A
North Carolina Fiduciary Adjustments
Schedule B
Apportionment of Adjustments

Ohio

Forms & Schedules
Form IT 1041
Fiduciary Income Tax Return
Form IT 1041ES
Estimated Tax Worksheet
Form IT 1041P
Payment Coupon
Form IT 1041P
Extension Payment Coupon
Schedules B, C, D
Estate Credits
Schedule E
Nonrefundable Business Credits
Schedules F, G, H, I
Allocations and Credits for Trusts
Form IT 2023
Income Allocation and Apportionment
Form 2210
Interest Penalty on Underpayment
Form SD 100E
School District Estate Income Tax Return
Form SD 40EP
School District Estate Payment Coupon
Form SD 40EP
School District Estate Extension Payment Coupon
Form SD 2210
School District Interest Penalty on Underpayment

Oklahoma

Forms & Schedules
Form 504
Application for Extension of Time to File
Form 511CR
Other Credits
Form 513
Resident Fiduciary Return of Income
Form 561F
Resident Capital Gain Deduction
Form 577
Refundable Coal Credit
Form 578
Refundable Credit for Electricity Generated by Zero-Emission Facilities
Form OW-8-P
Underpayment of Estimated Tax
Form OW-8-ESC
Estimated Tax Worksheet
Schedule K-1
Beneficiary's Share of Income and Deductions

Pennsylvania

Forms & Schedules
Form PA-41
Fiduciary Income Tax Return
Form PA-41ES
Estimated Income Tax Worksheet
Schedule PA-41X
Amended Fiduciary Income Tax Schedule
Schedule A
Interest Income and Gambling and Lottery Winnings
Schedule B
Dividends and Capital Gains Distributions Income
Schedule C
Profit or Loss From Business or Profession
Schedule D
Sale, Exchange or Disposition of Property
Schedule DD
Distribution Deductions
Schedule E
Rents and Royalty Income (Loss)
Schedule F
Farm Income and Expenses
Schedule G-L
Credit for Taxes Paid to Other States
Schedule J
Income from Estates or Trusts
Schedule N
PA Source Income and Nonresident Tax Withheld
Schedule NRK-1
Nonresident Schedule of Beneficiary's Pass Through Income, Loss and Credits
Schedule OI
Other Information
Schedule OC
Other Credits
Schedule RK-1
Resident Schedule of Beneficiary's Pass Through Income, Loss and Credits
REV-276
Application for Extension of Time to File
REV-1630F
Underpayment of Estimated Tax by Fiduciaries

Rhode Island

Forms & Schedules
Form RI-1041
Rhode Island Estates and Trusts Tax Return
Schedule M
Rhode Island Modifications to Federal Total Income
Form RI-1041ES
Rhode Island Estimated Tax Payments
Form RI-1041-MU
Credit for Income Taxes Paid to Multiple States
Schedule CR
Other Rhode Island Credits
Form RI-2210
Underpayment of Estimated Tax by Individuals, Estates
Schedule W
Rhode Island W-2 and 1099 Information
Form RI-8736
Automatic Six Month Extension Request

South Carolina

Forms & Schedules
Form SC 1041
Fiduciary Income Tax Return
Form SC1041 K-1
Beneficiary's Share of SC Income, Deductions, Credits, Etc.
Form SC8736
Request for Extension of Time to File SC Return for Fiduciary and Partnership
Form SC1041ES
Fiduciary Declaration of Estimated Tax
Form I-335
Active Trade or Business Income Reduced Rate Computation
Form SC1040TC
Tax Credits
Schedule TC-35
Alternative Motor Vehicle Credit

Virginia

Forms & Schedules
Form 770
Fiduciary Income Tax Return
Form 770 Schedule 2
Taxable Income of a Nonresident Estate or Trust
Form 770 Schedule 3
Modifications to Income
Form 770 Schedule 4
Credit for Tax Paid to another State
Form 770 Schedule 5
Computation of Credits and Qualifying Income
Form 760C
Underpayment of Virginia Estimated Tax
Form 770ES
Estimated Tax
Form 770IP
Extension Payment Voucher

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