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What is the due date for IRS Form 1041?

For calendar-year, file on or before April 15 (Form 1041 U.S. Income Tax Return for Estates and Trusts and Schedule K-1 Beneficiary’s Share of Income, Deductions, Credits, etc.).

For fiscal year, file by the 15th day of the fourth month following the tax year close (Form 1041).

Example:
If the tax year for an estate ends on June 30, 2020,you must file by October 15, 2020. If the due date falls on a Saturday, Sunday, or legal holiday, you can file on the next business day.

How to apply for an 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.

To start a Form 7004:

  1. From within your TaxAct return (Online or Desktop), click Filing, then click File Extension. On smaller devices, click in the upper left-hand corner, then click Filing.
  2. Continue with the interview process to enter all of the appropriate information.

See the Instructions for Form 7004 on page 4 for information on where to file your Form 7004.

Definition of Fiscal year: 12 consecutive months ending on the last day of any month except December. A 52-53-week tax year is a fiscal tax year that varies from 52 to 53 weeks but does not have to end on the last day of a month.

Note that any link in the information above is updated each year automatically and will take you to the most recent version of the document at the time it is accessed.


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