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For calendar year estates and trusts, file Form 1041 and Schedule(s) K-1 on or before April 18, 2017.  For fiscal year estates, file Form 1041 by the 15th day of the 4th month following the close of the tax year. For example, an estate that has a tax year that ends on June 30, 2017, must file Form 1041 by October 16, 2017. If the due date falls on a Saturday, Sunday, or legal holiday, file on the next business day.

Extension of Time To File
If more time is needed to file the estate or trust return, use Form 7004, Application for Automatic Extension of Time To File Certain Business Income Tax, Information, and Other Returns, to apply for an automatic 5 month extension of time to file.

To complete Form 7004 to file an extension for the 1041 Estate or Trust return in the TaxAct® program:

  1. From within your TaxAct return (Online or Desktop), click on the Filing tab. On smaller devices, click the menu icon in the upper left-hand corner, then select Filing.
  2. Click File Extension directly below the tabs
  3. The program will proceed with the interview questions for you to enter or review the appropriate information

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