For calendar-year estates and trusts, file Form 1041 and Schedule(s) K-1 on or before April 15, 2019. 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, 2019, must file Form 1041 by October 15, 2019. 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 IRS Form 7004, Application for Automatic Extension of Time To File Certain Business Income Tax, Information, and Other Returns, to apply for an automatic 5 1/2-month extension of time to file.

Form 7004 has been simplified and now consists of two parts. Part I includes, in form number order, all the forms for which Form 7004 is used to request an extension of time to file. Filers requesting an extension will enter (in the box located at the top of Part I) the form code for the return for which the extension is requested. Part II includes questions for all filers.

Address changes for filing Form 7004

The address for filing Form 7004 has changed for some entities located in Georgia, Illinois, Kentucky, Michigan, Tennessee, and Wisconsin.  See Where To File, later.

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 Filing. On smaller devices, click the menu icon in the upper left-hand corner, then select Filing.
2. Click File Extension 
3. The program will proceed with the interview questions for you to enter or review the appropriate information