TaxAct 2016 Estates & Trusts State Edition

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
Alabama Fiduciary Income Tax Return
Form 4952A
Investment Interest Expense
Form AL8453-FDT
Fiduciary Income Tax Declaration for Electronic Filing
Form FDT-V
Fiduciary Income Tax Payment Voucher
Form NOL-F85
Computation of Net Operating Loss
Form NOL-F85A
Application of Net Operating Loss
Form 41 Schedule E - Part I
Part I - Supplemental Income and Loss
Form 41 Schedule E - Part II
Part II - Income from Partnerships S Corporations Estates and Trusts
Schedule ESBT
Worksheet for Electing Small Business
Schedule FC
Fiduciary Credits
Schedule G
Grantor Statement of Income Deductions Credits
Schedule K-1
Fiduciary Income Tax Beneficiary Information

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
Form AZ141 V
Arizona Estate or Trust Income Tax Payment Voucher
Form AZ-8879-F
E-file Signature Authorization - Fiduciary

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
Form DR 0104-BEP
Nonresident Beneficiary Tax Payment
Form DR 0105-EP
Estate and Trust Estimated Tax Worksheet
Form 158-F
Extension Payment
Form DR 0617
Innovative Motor Vehicle Credit
Form DR 0900-F
Payment Form for Electronic Filing
Form DR 1316
Colorado Source Capital Gain Affidavit
Form DR 1366
Enterprise Zone Credit and Carryforward Schedule
Form DR 1778
E-File Attachment Form
Form DR 8453-F
Declaration for Electronic Filing

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
IL-1041
Fiduciary Income and Replacement Tax Return
IL-1041 Sch CR
Credit for Tax Paid to Other States
IL-1041 Sch D
Beneficiary Information
IL-1041 Sch I
Income Received
IL-1041 Sch NR
Nonresident Computation of Fiduciary Income
Sch SA (1041)
Specific Acctg Method Computing Net Income
IL-1041-V
Payment Voucher for Fiduciary Income and Replacement Tax
IL-1041-X
AmendedFiduciary Income and Replacement Tax Return
IL-1041-X-V
Payment Voucher for AmendedFiduciary Income and Replacement Tax
Sch NB
Nonbusiness Income
IL-4562
Special Depreciation
IL-477
Replacement Tax Investment Credits
IL-505-B
Automatic Extension Payment
IL-56
Notice of Fiduciary Relationship
Sch 1299-D
Income Tax Credits (for corporations & fiduciaries)
Sch K-1-T
Beneficiary's Share of Income & Deductions
Sch M Business
Other Additions and Subtractions (for Businesses)
Sch NLD
Net Loss Deduction

Indiana

Forms & Schedules
IT-40NOL
Individual NOL Computation
IT-41
Fiduciary Income Tax Return
IT-41 Sch IN K-1
Fiduciary Share of Income (IT-41)
IT-41ES
Fiduciary Estimated Payment

Iowa

Forms & Schedules
Form IA 1041
Iowa Fiduciary Return
Form IA 1041 Schedule C
Computation of Nonresident's Tax Credit
Form IA 1041V
Fiduciary Income Tax Payment Voucher
Form IA 128
Research Activities Credit
Form IA 128S
Alternative Simplified Research Activities Credit
Form IA 130
Out-of-State Credit Computation
Form IA 134
S Corp Apportionment 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
Fuel Tax Credit
Form IA 4562A
Depreciation Adjustment Schedule
Form IA 4562B
Depreciation Accumulated Adjustment Schedule
Form IA 1041 Schedule I
Alternative Minimum Tax Computation
Form IA 8453-F
Iowa Fiduciary Income Tax Declaration for an e-File Return
Form IA 8801
Credit for Prior-Year Minimum Tax
Form IA 8864
Biodiesel Blended Fuel Tax Credit

Kansas

Forms & Schedules
Form K-18
Fiduciary Report of Nonresident Beneficiary Tax Withheld
Form K-41
Kansas Fiduciary Income Tax Return
Form K-41V
Fiduciary Payment Voucher

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
504 Sch K-1
Beneficiary's Information
504CR
Income Tax Credits for Fiduciaries
504D
Declaration of Estimated Income Tax
504E
Application for Extension for Fiduciaries
504NR
Nonresident Income Tax Calculation
504UP
Underpayment of Estimated Tax
505
Nonresident Income Tax Return

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

Minnesota

Forms & Schedules
BANK
Bank Auth for Direct Debit
EST
Addtl Charge for Underpayment of Estimated Tax
ETP
Employer Transit pass Credit
KPI
Partner's Share of Income, Credits & Modifications
KS
Shareholder's Share of Income Credits Modifications
M1CR
Credit for Income Tax Paid to Another State
M1LS
Tax on Lump Sum Distributions
M2
Income Tax Return for Estates & Trusts
M2MT
Alternative Minimum Tax for Estates & Trusts
M2X
Amended Income Tax for Estates and Trusts
FID-AMD
Fiduciary Tax Amended Return Payment
FID-EST
Fiduciary Estimated Payment
FID-EXT
Fiduciary Tax Extension Payment
FID-PAY
Fiduciary Tax Return Payment

Missouri

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

Nebraska

Forms & Schedules
Form 1041N
Nebraska Fiduciary Income Tax Return
Form 1041N-ES
Nebraska Fiduciary Voluntary Estimated Income Tax Payment Voucher
Form 7004N
Application for Extension of Time to File
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
Schedule K-1N
Beneficiary's Share of Income Deductions Modifications and Credits

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 Mexico

Forms & schedules
FID-1
Fiduciary IncomeTax Return
FID-B
Schedules 1 and 2
FID-CR
Tax Credit Schedule
FID-D
Annual Withholding of Net Income from a Fid Detail Report
FID-ES
Estimated Tax Payment Voucher
FID-EXT
Extension Payment Voucher
FID-PV
Fiduciary Payment Voucher

New York

Forms & Schedules
IT-112.1
Resident Credit Against Separate Tax on Lump-Sum Distributions
IT-112-C
Resident Credit for Taxes Paid to a Province
IT-112-R
NY State Resident Tax Credit
IT-135
Sales and Use Tax Report for Purchases of items and Services Costing $25,000 or More
IT-182
Passive Activity Loss Limitations
IT-2
Summary of W-2 Statements
IT-205
Fiduciary Income Tax Return
IT-205-A
Fiduciary Allocation
IT-205-C
Resident Trust Nontaxable Certification
IT-205-T
Allocation of Estimated Tax Payments to Beneficiaries
IT-205-V
Payment Voucher for Fiduciary Income Tax Returns
IT-2106
Estimated Income Tax Payment Voucher for Fiduciaries
IT-212
Investment Credit
IT-212-ATT
Claim for Historic Barn Rehabilitation Credit & Employment Incentive
IT-217
Claim for Farmer School Tax Credit
IT-219
Credit for NY City Unincorporated Business Tax
IT-222
General Corporation Tax Credit
IT-223
Innovation Hot Spot Deduction
IT-225
NY State Modifications
IT-230
Separate Tax on Lump-Sum Distributions
IT-241
Claim for Clean Heating Fuel Credit
IT-242
Claim for Conservation Easement Tax Credit
IT-249
Claim for Long-term Care Insurance Credit
IT-250
Claim for Credit Purchase an AED
IT-256
Claim for Special Addt'l Mortgage Recording Tax Credit
IT-257
Claim of Right Credit
IT-370-PF
Application for Automatic Six-Month Extension of Time to File
IT-398
NY State Depreciation Schedule for IRS Section 168 (k) Property
IT-399
NYS Depreciation Schedule
IT-501
Temporary Deferral Nonrefundable Payout Credit
IT-601
Claim for EZ Wage Tax Credit
IT-603
Claim for EZ Investment Tax Credit and EZ Employment Incentive Credit
IT-604
Claim for QEZE Tax Reduction Credit
IT-606
Claim for QEZE Credit for Real Property Taxes
IT-607
Claim for Excelsior Jobs Program Tax Credit
IT-611
Claim for Brownfield Redevelopment Tax Credit
IT-611.1
Claim for Brownfield Redevelopment Tax Credit
IT-612
Claim for Remediated Brownfield Credit for Real Property Taxes
IT-634
Empire State Jobs Retention Program Credit
IT-639
Minimum Wage Reimbursement Credit
IT-639-ATT
Minimum Wage Reimbursement Credit
IT-641
Manufacturer's Real Property Tax Credit
Y-206
Yonkers Nonresident Fiduciary Earnings Tax Return
TR-579.2-IT
NYS E-File Signature Authorization (IT-205)
TR-579.3-IT
NYS Fiduciary Auth for Electronic Funds Withdrawal

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
Ohio Fiduciary Income Tax Return
Form IT 1041ES
Estimated Tax Worksheet
Form IT 1041P
Payment Coupon
Form IT 2023
Income Allocation and Apportionment
Form IT 2210
Interest Penalty on Underpayment
Form SD 100E
School District Estate Income Tax Return
Form SD 2210
Interest Penalty on Underpayment
Form SD 40EP
School District Estate Tax Payment Voucher
IT 1041 Schedule A
Adjustments to Federal Taxable Income Net of Related Expenses
IT 1041 Schedule B C and D
Estate Credits
IT 1041 Schedule E
Nonrefundable Business Credits
IT 1041 Schedules F G H I
Allocations and Credits for Trusts

Oklahoma

Forms & Schedules
Form 504
Application for Extension of Time to File
Form 511CR
Other Credits
Form 513
Oklahoma Resident Fiduciary Return of Income
Form 513X
Resident Fiduciary Return of Income Page 4 - 513-X
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-ESC
Estimated Tax Worksheet
Form OW-8-P
Underpayment of Estimated Tax
Form 513 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 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

Texas

Forms & Schedules
Form 05-102
Texas Public Information Report
Form 05-158-A
Texas Franchise Tax Report – Long Form page 1
Form 05-158-B
Texas Franchise Tax Report – Long Form page 2
Form 05-160
Credits Summary Schedule
Form 05-163
Texas Franchise Tax Report – No Tax Due Information Report
Form 05-164
Extension Request
Form 05-167
Ownership Information Report
Form 05-169
Texas Franchise Tax Report – Ez-Computation Report
Form 05-170
Payment Form
Form 05-175
Tiered Partnership Report
Form 05-178
R & D Activities Credits Schedule
Form 05-180
Historic Structure Credit Supplement for Credit Claimed on Report

Virginia

Forms & Schedules
Form 760C
Underpayment of Virginia Estimated Tax
Form 770
Virginia 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 770ES
Estimated Tax Worksheet
Form 770IP
Extension Payment Voucher

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