TaxAct 2019 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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Single State Edition Available

Maximize deductions

TaxAct's list of common estate & trust expenses to help you report and maximize common deductions.

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Just answer simple, plain-English interview questions and TaxAct automatically calculates and enters your data into the appropriate tax forms.

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Stumped by a tax question? Get one-on-one guidance from a tax specialist and TaxAct expert by email or phone (upon product payment) for free!

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 and Schedules		State
Form 41	Alabama Fiduciary Income Tax Return	Alabama
Form 4952A	Investment Interest Expense	Alabama
Form AL8453-FDT	Fiduciary Income Tax Declaration for Electronic Filing	Alabama
Form FDT-V	Fiduciary Income Tax Payment Voucher	Alabama
Form NOL-F85	Computation of Net Operating Loss	Alabama
Form NOL-F85A	Application of Net Operating Loss	Alabama
Form 41 Schedule E - Part I	Part I - Supplemental Income and Loss	Alabama
Form 41 Schedule E - Part II	Part II - Income from Partnerships S Corporations Estates and Trusts	Alabama
Schedule ESBT	Worksheet for Electing Small Business	Alabama
Schedule FC	Fiduciary Credits	Alabama
Schedule G	Grantor Statement of Income Deductions Credits	Alabama
Schedule K-1	Fiduciary Income Tax Beneficiary Information	Alabama
Form 141 AZ	Fiduciary Income Tax Return	Arizona
141 AZ Schedule K-1	Resident or Part-Year Resident Beneficiary's Share of Fiduciary Adjustment	Arizona
141 AZ Schedule K-1(NR)	Nonresident Beneficiary's Share of Fiduciary Adjustment	Arizona
Form 141AZ ES	Estate or Trust Estimated Income Tax Payment	Arizona
Form 141AZ EXT	Application for Filing Extension for Fiduciary Returns	Arizona
Form 210	Notice of Assumption of Duties in a Fiduciary Capacity	Arizona
Form AZ141 V	Arizona Estate or Trust Income Tax Payment Voucher	Arizona
Form AZ-8879-F	E-file Signature Authorization - Fiduciary	Arizona
Form 541	Fiduciary Income Tax Return	California
Schedule J (541)	Trust Allocation of an Accumulation Distribution	California
Schedule P (541)	Alternative Minimum Tax and Credit Limitations	California
Schedule D (541)	Capital Gain or Loss	California
Schedule D-1	Sales of Business Property	California
Schedule G-1	Tax on Lump-Sum Distributions	California
Schedule K-1	Beneficiary's Share of Income, Deductions, Credits, etc.	California
Schedule S	Other State Tax Credit	California
Form 3510	Credit for Prior Year Alternative Minimum Tax	California
Form 3521	Low-Income Housing Credit	California
Form 3523	Research Credit	California
Form 3526	Investment Interest Expense Deduction	California
Form 3547	Donated Agricultural Products Transportation Credit	California
Form 3548	Disabled Access Credit for Eligible Small Businesses	California
Form 3554	New Employment Credit	California
Form 3563	Automatic Extension for Fiduciaries	California
Form 3801	Passive Activity Loss Limitations	California
Form 3805E	Installment Sale Income	California
Form 3805V	Net Operating Loss (NOL) Computation and NOL and Disaster Loss Limitations	California
Form 3885F	Depreciation and Amortization	California
Form 5805	Underpayment of Estimated Tax	California
Form 8453-FID	E-File Return Authorization for Fiduciaries	California
Form 8455-FID	E-File Payment Record for Fiduciaries	California
Form 8879-FID	E-File Signature Authorization for Fiduciaries	California
Form 105	Fiduciary Income Tax Return	Colorado
Form DR 0104-BEP	Nonresident Beneficiary Tax Payment	Colorado
Form DR 0105-EP	Estate and Trust Estimated Tax Worksheet	Colorado
Form 158-F	Extension Payment	Colorado
Form DR 0617	Innovative Motor Vehicle Credit	Colorado
Form DR 0900-F	Payment Form for Electronic Filing	Colorado
Form DR 1316	Colorado Source Capital Gain Affidavit	Colorado
Form DR 1366	Enterprise Zone Credit and Carryforward Schedule	Colorado
Form DR 1778	E-File Attachment Form	Colorado
Form DR 8453-F	Declaration for Electronic Filing	Colorado
Form 501	Fiduciary Income Tax Return	Georgia
Form 501X	Amended Fiduciary Income Tax Return	Georgia
Form 500ES	Fiduciary Estimated Tax	Georgia
Form 500 UET	Underpayment of Georgia Estimated Tax	Georgia
Form IT-303	Application for Extension of Time for Filing	Georgia
Form 525 TV	Payment Voucher	Georgia
Form IT-560	Extension Payment Voucher	Georgia
Form 8453	Declaration for Electronic Filing	Georgia
IL-1041	Fiduciary Income and Replacement Tax Return	Illinois
IL-1041 Sch CR	Credit for Tax Paid to Other States	Illinois
IL-1041 Sch D	Beneficiary Information	Illinois
IL-1041 Sch I	Income Received	Illinois
IL-1041 Sch NR	Nonresident Computation of Fiduciary Income	Illinois
Sch SA (1041)	Specific Acctg Method Computing Net Income	Illinois
IL-1041-V	Payment Voucher for Fiduciary Income and Replacement Tax	Illinois
IL-1041-X	AmendedFiduciary Income and Replacement Tax Return	Illinois
IL-1041-X-V	Payment Voucher for AmendedFiduciary Income and Replacement Tax	Illinois
Sch NB	Nonbusiness Income	Illinois
IL-4562	Special Depreciation	Illinois
IL-477	Replacement Tax Investment Credits	Illinois
IL-505-B	Automatic Extension Payment	Illinois
IL-56	Notice of Fiduciary Relationship	Illinois
Sch 1299-D	Income Tax Credits (for corporations & fiduciaries)	Illinois
Sch K-1-T	Beneficiary's Share of Income & Deductions	Illinois
Sch M Business	Other Additions and Subtractions (for Businesses)	Illinois
Sch NLD	Net Loss Deduction	Illinois
IT-40NOL	Individual NOL Computation	Indiana
IT-41	Fiduciary Income Tax Return	Indiana
IT-41 Sch IN K-1	Fiduciary Share of Income (IT-41)	Indiana
IT-41ES	Fiduciary Estimated Payment	Indiana
Form IA 1041	Iowa Fiduciary Return	Iowa
Form IA 1041 Schedule C	Computation of Nonresident's Tax Credit	Iowa
Form IA 1041V	Fiduciary Income Tax Payment Voucher	Iowa
Form IA 128	Research Activities Credit	Iowa
Form IA 128S	Alternative Simplified Research Activities Credit	Iowa
Form IA 130	Out-of-State Credit Computation	Iowa
Form IA 134	S Corp Apportionment Credit	Iowa
Form IA 135	E85 Gasoline Promotion Tax Credit	Iowa
Form IA 137	Ethanol Promotion Tax Credit	Iowa
Form IA 138	E15 Plus Gasoline Promotion Tax Credit	Iowa
Form IA 147	Franchise Tax Credit	Iowa
Form IA 148	Tax Credits Schedule	Iowa
Form IA 4136	Fuel Tax Credit	Iowa
Form IA 4562A	Depreciation Adjustment Schedule	Iowa
Form IA 4562B	Depreciation Accumulated Adjustment Schedule	Iowa
Form IA 1041 Schedule I	Alternative Minimum Tax Computation	Iowa
Form IA 8453-F	Iowa Fiduciary Income Tax Declaration for an e-File Return	Iowa
Form IA 8801	Credit for Prior-Year Minimum Tax	Iowa
Form IA 8864	Biodiesel Blended Fuel Tax Credit	Iowa
Form K-18	Fiduciary Report of Nonresident Beneficiary Tax Withheld	Kansas
Form K-41	Kansas Fiduciary Income Tax Return	Kansas
Form K-41V	Fiduciary Payment Voucher	Kansas
Form 741	Kentucky Fiduciary Income Tax Return	Kentucky
Form 42A741(K-1)	Kentucky Beneficiary's Share of Income, Deductions, Credits, Etc.	Kentucky
Form 42A741(D)	Kentucky Capital Gains and Losses	Kentucky
Schedule P	Kentucky Pension Income Exclusion	Kentucky
Form 40A102	Application for Extension of Time to File Individual Income Tax Returns For Kentucky	Kentucky
Form 2210-K	Underpayment of Estimated Tax	Kentucky
Form 4972-K	Kentucky Tax on Lump-Sum Distributions	Kentucky
Form 5695-K	Kentucky Energy Efficiency Products Tax Credit	Kentucky
Form 8582-K	Kentucky Passive Activity Loss Limitations	Kentucky
Schedule KNOL	Kentucky Net Operating Loss Schedule	Kentucky
Form PTE-WH	Kentucky Nonresident Income Tax Withholding on Net Distributive Share Income	Kentucky
504 Sch K-1	Beneficiary's Information	Maryland
504CR	Income Tax Credits for Fiduciaries	Maryland
504D	Declaration of Estimated Income Tax	Maryland
504E	Application for Extension for Fiduciaries	Maryland
504NR	Nonresident Income Tax Calculation	Maryland
504UP	Underpayment of Estimated Tax	Maryland
505	Nonresident Income Tax Return	Maryland
Form 2	Massachusetts Fiduciary Income Tax return	Massachusetts
Schedule B/R	Beneficiary/Remaindermen	Massachusetts
Schedule B	Interest Dividends and Certain Capital Gains and Losses	Massachusetts
Schedule D	Capital Gains and Losses	Massachusetts
Schedule E and F	Rental Income or Loss and Credit for Taxes Paid	Massachusetts
Schedule H	Expenses and Fiduciary Compensation	Massachusetts
Schedule IDD	Income Distribution Deduction	Massachusetts
Schedule 2K-1	Beneficiary's Massachusetts Information	Massachusetts
Form 2-PV	Massachusetts Fiduciary Income Tax Payment Voucher	Massachusetts
Form 2-ES	Estimated Income Tax payment vouchers	Massachusetts
Form M-2210F	Underpayment of Massachusetts Estimated Income Tax for Fiduciaries	Massachusetts
Form M-8453F	Fiduciary Tax Declaration for Electronic Filing	Massachusetts
Form M-8736	Application for Extension of Time to File Fiduciary Return	Massachusetts
Schedule C	Business Income	Massachusetts
Schedule EOAC	Economic Opportunity Area Credit	Massachusetts
Schedule LP	Credit for Removing or Covering Lead Paint on Residential Premises	Massachusetts
Schedule RFC	Refundable Film Credit	Massachusetts
Form 4	Application for Extension of Time to File Michigan Tax Returns	Michigan
Form MI-1041	Michigan Fiduciary Income Tax Return	Michigan
Form MI-1041D	Adjustments of Capital Gains and Losses	Michigan
Form MI-1041ES	Estimated Income Tax for Fiduciaries	Michigan
Form MI-1041 Schedule W	Withholding Tax Schedule	Michigan
Form MI-2210	Underpayment of Estimated Income Tax	Michigan
Form MI-4797	Adjustments of Gains and Losses from Sales of Business Property	Michigan
Form MI-8949	Sales and Other Dispositions of Capital Assets	Michigan
Schedule W	Withholding Tax Schedule	Michigan
BANK	Bank Auth for Direct Debit	Minnesota
EST	Addtl Charge for Underpayment of Estimated Tax	Minnesota
ETP	Employer Transit pass Credit	Minnesota
KPI	Partner's Share of Income, Credits & Modifications	Minnesota
KS	Shareholder's Share of Income Credits Modifications	Minnesota
M1CR	Credit for Income Tax Paid to Another State	Minnesota
M1LS	Tax on Lump Sum Distributions	Minnesota
M2	Income Tax Return for Estates & Trusts	Minnesota
M2MT	Alternative Minimum Tax for Estates & Trusts	Minnesota
M2X	Amended Income Tax for Estates and Trusts	Minnesota
FID-AMD	Fiduciary Tax Amended Return Payment	Minnesota
FID-EST	Fiduciary Estimated Payment	Minnesota
FID-EXT	Fiduciary Tax Extension Payment	Minnesota
FID-PAY	Fiduciary Tax Return Payment	Minnesota
MO-1041	Fiduciary Income Tax Return	Missouri
MO-1041V	Payment Voucher	Missouri
MO-CR	Credit for Income Taxes Paid to Other States	Missouri
MO-FPT	Food Pantry Tax Credit	Missouri
MO-60	Application for Extension of Time to File (Individual)	Missouri
MO-NRF	Nonresident Fiduciary Form	Missouri
MO-TC	Miscellaneous Income Tax Credits	Missouri
Form 1041N	Nebraska Fiduciary Income Tax Return	Nebraska
Form 1041N-ES	Nebraska Fiduciary Voluntary Estimated Income Tax Payment Voucher	Nebraska
Form 7004N	Application for Extension of Time to File	Nebraska
Schedule I	Computation of Nebraska Tax	Nebraska
Schedule II	Nonresident Beneficiary's Share of Nebraska Income Deductions and Credits	Nebraska
Schedule III	Credit for Tax Paid to Another State	Nebraska
Schedule K-1N	Beneficiary's Share of Income Deductions Modifications and Credits	Nebraska
Form NJ-1041	Gross Income Tax Fiduciary Return	New Jersey
Schedule A	Net Gains or Income from Disposition of Property	New Jersey
Schedule B	Beneficiaries' Share of Income	New Jersey
Schedule C	Credit for Income or Wage Taxes Paid to Other Jurisdiction	New Jersey
Schedule D	Allocation of Business Income to New Jersey	New Jersey
Schedule E	New Jersey Income of Nonresident Estates and Trusts	New Jersey
Schedule NJ-BUS-1	Business Income Summary Schedule	New Jersey
Schedule NJ-BUS-2	Alternative Business Calculation Adjustment	New Jersey
Form NJ-NR-A	Business Allocation Schedule	New Jersey
Schedule NJK-1 (Form NJ-1041)	Beneficiary's or Grantor's Share of Income	New Jersey
Form NJ-1040-ES	Estimated Tax Worksheet	New Jersey
Form NJ-1040-O	E-File Opt-Out Request Form (Preparer Only)	New Jersey
Form NJ-630	Application for Extension of Time to File NJ Gross Income Tax Return	New Jersey
FID-1	Fiduciary IncomeTax Return	New Mexico
FID-B	Schedules 1 and 2	New Mexico
FID-CR	Tax Credit Schedule	New Mexico
FID-D	Annual Withholding of Net Income from a Fid Detail Report	New Mexico
FID-ES	Estimated Tax Payment Voucher	New Mexico
FID-EXT	Extension Payment Voucher	New Mexico
FID-PV	Fiduciary Payment Voucher	New Mexico
IT-112.1	Resident Credit Against Separate Tax on Lump-Sum Distributions	New York
IT-112-C	Resident Credit for Taxes Paid to a Province	New York
IT-112-R	NY State Resident Tax Credit	New York
IT-135	Sales and Use Tax Report for Purchases of items and Services Costing $25,000 or More	New York
IT-182	Passive Activity Loss Limitations	New York
IT-2	Summary of W-2 Statements	New York
IT-205	Fiduciary Income Tax Return	New York
IT-205-A	Fiduciary Allocation	New York
IT-205-C	Resident Trust Nontaxable Certification	New York
IT-205-T	Allocation of Estimated Tax Payments to Beneficiaries	New York
IT-205-V	Payment Voucher for Fiduciary Income Tax Returns	New York
IT-2106	Estimated Income Tax Payment Voucher for Fiduciaries	New York
IT-212	Investment Credit	New York
IT-212-ATT	Claim for Historic Barn Rehabilitation Credit & Employment Incentive	New York
IT-217	Claim for Farmer School Tax Credit	New York
IT-219	Credit for NY City Unincorporated Business Tax	New York
IT-222	General Corporation Tax Credit	New York
IT-223	Innovation Hot Spot Deduction	New York
IT-225	NY State Modifications	New York
IT-230	Separate Tax on Lump-Sum Distributions	New York
IT-241	Claim for Clean Heating Fuel Credit	New York
IT-242	Claim for Conservation Easement Tax Credit	New York
IT-249	Claim for Long-term Care Insurance Credit	New York
IT-250	Claim for Credit Purchase an AED	New York
IT-256	Claim for Special Addt'l Mortgage Recording Tax Credit	New York
IT-257	Claim of Right Credit	New York
IT-370-PF	Application for Automatic Six-Month Extension of Time to File	New York
IT-398	NY State Depreciation Schedule for IRS Section 168 (k) Property	New York
IT-399	NYS Depreciation Schedule	New York
IT-501	Temporary Deferral Nonrefundable Payout Credit	New York
IT-601	Claim for EZ Wage Tax Credit	New York
IT-603	Claim for EZ Investment Tax Credit and EZ Employment Incentive Credit	New York
IT-604	Claim for QEZE Tax Reduction Credit	New York
IT-606	Claim for QEZE Credit for Real Property Taxes	New York
IT-607	Claim for Excelsior Jobs Program Tax Credit	New York
IT-611	Claim for Brownfield Redevelopment Tax Credit	New York
IT-611.1	Claim for Brownfield Redevelopment Tax Credit	New York
IT-612	Claim for Remediated Brownfield Credit for Real Property Taxes	New York
IT-634	Empire State Jobs Retention Program Credit	New York
IT-639	Minimum Wage Reimbursement Credit	New York
IT-639-ATT	Minimum Wage Reimbursement Credit	New York
IT-641	Manufacturer's Real Property Tax Credit	New York
Y-206	Yonkers Nonresident Fiduciary Earnings Tax Return	New York
TR-579.2-IT	NYS E-File Signature Authorization (IT-205)	New York
TR-579.3-IT	NYS Fiduciary Auth for Electronic Funds Withdrawal	New York
Form D-407	Estates and Trusts Income Tax Return	North Carolina
Form D-407TC	Estates and Trusts Tax Credit Summary	North Carolina
Form D-407 NC K-1	Beneficiary's Share of NC Income, Adjustments, and Credits	North Carolina
Form D-410P	Application for Extension of Filing Estate or Trust Tax Return	North Carolina
Form NC-EDU	Education Endowment Fund Payment Voucher	North Carolina
Schedule A	North Carolina Fiduciary Adjustments	North Carolina
Schedule B	Apportionment of Adjustments	North Carolina
Form IT 1041	Ohio Fiduciary Income Tax Return	Ohio
Form IT 1041ES	Estimated Tax Worksheet	Ohio
Form IT 1041P	Payment Coupon	Ohio
Form IT 2023	Income Allocation and Apportionment	Ohio
Form IT 2210	Interest Penalty on Underpayment	Ohio
Form SD 100E	School District Estate Income Tax Return	Ohio
Form SD 2210	Interest Penalty on Underpayment	Ohio
Form SD 40EP	School District Estate Tax Payment Voucher	Ohio
IT 1041 Schedule A	Adjustments to Federal Taxable Income Net of Related Expenses	Ohio
IT 1041 Schedule B C and D	Estate Credits	Ohio
IT 1041 Schedule E	Nonrefundable Business Credits	Ohio
IT 1041 Schedules F G H I	Allocations and Credits for Trusts	Ohio
Form 504	Application for Extension of Time to File	Oklahoma
Form 511CR	Other Credits	Oklahoma
Form 513	Oklahoma Resident Fiduciary Return of Income	Oklahoma
Form 513X	Resident Fiduciary Return of Income Page 4 - 513-X	Oklahoma
Form 561F	Resident Capital Gain Deduction	Oklahoma
Form 577	Refundable Coal Credit	Oklahoma
Form 578	Refundable Credit for Electricity Generated by Zero-Emission Facilities	Oklahoma
Form OW-8-ESC	Estimated Tax Worksheet	Oklahoma
Form OW-8-P	Underpayment of Estimated Tax	Oklahoma
Form 513 Schedule K-1	Beneficiary's Share of Income and Deductions	Oklahoma
Form PA-41	Fiduciary Income Tax Return	Pennsylvania
Form PA-41ES	Estimated Income Tax Worksheet	Pennsylvania
Schedule PA-41X	Amended Fiduciary Income Tax Schedule	Pennsylvania
Schedule A	Interest Income and Gambling and Lottery Winnings	Pennsylvania
Schedule B	Dividends and Capital Gains Distributions Income	Pennsylvania
Schedule C	Profit or Loss From Business or Profession	Pennsylvania
Schedule D	Sale, Exchange or Disposition of Property	Pennsylvania
Schedule DD	Distribution Deductions	Pennsylvania
Schedule E	Rents and Royalty Income (Loss)	Pennsylvania
Schedule F	Farm Income and Expenses	Pennsylvania
Schedule G-L	Credit for Taxes Paid to Other States	Pennsylvania
Schedule J	Income from Estates or Trusts	Pennsylvania
Schedule N	PA Source Income and Nonresident Tax Withheld	Pennsylvania
Schedule NRK-1	Nonresident Schedule of Beneficiary's Pass Through Income, Loss and Credits	Pennsylvania
Schedule OC	Other Credits	Pennsylvania
Schedule RK-1	Resident Schedule of Beneficiary's Pass Through Income, Loss and Credits	Pennsylvania
REV-276	Application for Extension of Time to File	Pennsylvania
REV-1630F	Underpayment of Estimated Tax by Fiduciaries	Pennsylvania
Form RI-1041	Rhode Island Estates and Trusts Tax Return	Rhode Island
Schedule M	Rhode Island Modifications to Federal Total Income	Rhode Island
Form RI-1041ES	Rhode Island Estimated Tax Payments	Rhode Island
Form RI-1041-MU	Credit for Income Taxes Paid to Multiple States	Rhode Island
Schedule CR	Other Rhode Island Credits	Rhode Island
Form RI-2210	Underpayment of Estimated Tax by Individuals, Estates	Rhode Island
Schedule W	Rhode Island W-2 and 1099 Information	Rhode Island
Form RI-8736	Automatic Six Month Extension Request	Rhode Island
Form SC 1041	Fiduciary Income Tax Return	South Carolina
Form SC1041 K-1	Beneficiary's Share of SC Income, Deductions, Credits, Etc.	South Carolina
Form SC8736	Request for Extension of Time to File SC Return for Fiduciary and Partnership	South Carolina
Form SC1041ES	Fiduciary Declaration of Estimated Tax	South Carolina
Form I-335	Active Trade or Business Income Reduced Rate Computation	South Carolina
Form SC1040TC	Tax Credits	South Carolina
Schedule TC-35	Alternative Motor Vehicle Credit	South Carolina
Form 05-102	Texas Public Information Report	Texas
Form 05-158-A	Texas Franchise Tax Report – Long Form page 1	Texas
Form 05-158-B	Texas Franchise Tax Report – Long Form page 2	Texas
Form 05-160	Credits Summary Schedule	Texas
Form 05-163	Texas Franchise Tax Report – No Tax Due Information Report	Texas
Form 05-164	Extension Request	Texas
Form 05-167	Ownership Information Report	Texas
Form 05-169	Texas Franchise Tax Report – Ez-Computation Report	Texas
Form 05-170	Payment Form	Texas
Form 05-175	Tiered Partnership Report	Texas
Form 05-178	R & D Activities Credits Schedule	Texas
Form 05-180	Historic Structure Credit Supplement for Credit Claimed on Report	Texas
Form 760C	Underpayment of Virginia Estimated Tax	Virginia
Form 770	Virginia Fiduciary Income Tax Return	Virginia
Form 770 Schedule 2	Taxable Income of a Nonresident Estate or Trust	Virginia
Form 770 Schedule 3	Modifications to Income	Virginia
Form 770 Schedule 4	Credit for Tax Paid to Another State	Virginia
Form 770 Schedule 5	Computation of Credits and Qualifying Income	Virginia
Form 770ES	Estimated Tax Worksheet	Virginia
Form 770IP	Extension Payment Voucher	Virginia

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Surprisingly Legal Deductions and Credits

*TaxAct is a DIY tax software that guides users in accurately preparing their taxes by reviewing over 350 credits and deductions. Examples of specific deductions and credits don't work for all folks or in all circumstances and by themselves don't constitute legal or tax advice. Your personal tax situation may vary.

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