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About Form 1041, U.S. Income Tax Return for Estates and Trusts
 
More In Forms and Instructions
The fiduciary of a domestic decedent's estate, trust, or bankruptcy estate files Form 1041 to report:
Current Revision
Form 1041
PDF
Instructions for Form 1041  (Print VersionPDF)
Recent Developments
Revised 2021 Instructions for Schedule H (Form 1040) -- 16-FEB-2022
Correction to the 2020 Instructions for Schedule K-1 (Form 1041) -- 15-JUL-2021
Schedule K-1 (Form 1041) Instructions—Corrected Decedent’s Schedule K-1 -- 29-JAN-2021
Reporting Excess Deductions on Termination of an Estate or Trust on Forms 1040, 1040-SR, and 1040-NR for Tax Year 2018 and Tax Year 2019 --10-JUL-2020
Limitation on business losses for certain taxpayers repealed for 2018, 2019, and 2020 --19-MAY-2020
Taxpayer Relief for Certain Tax-Related Deadlines Due To Coronavirus Pandemic -- 14-APR-2020
Safe harbor for certain charitable contributions made in exchange for a state or local tax credit - Form 1041 -- 10-FEB-2020
Update to Error in Tax Calculation in 2018 Schedule D Tax Worksheet (Form 1041) -- 11-SEP-2019
Reporting Related to IRC Section 965 on 2017 Returns -- 08-MAR-2018
Schedules
Schedule D (Form 1041), Capital Gains and Losses
Schedule I (Form 1041), Alternative Minimum Tax – Estates 
Schedule J (Form 1041), Accumulation Distribution for Certain Complex Trusts
Schedule K-1 (Form 1041), Beneficiary’s Share of Income, Deductions, Credits, etc.
Other Items You May Find Useful
All Form 1041 Revisions
About Publication 15, (Circular E), Employer's Tax Guide
About Publication 51, (Circular A), Agricultural Employer's Tax Guide
About Publication 505, Tax Withholding and Estimated Tax
About Publication 559, Survivors, Executors, and Administrators
Other Current Products
Related Items
About Form 1041-A, U.S. Information Return Trust Accumulation of Charitable Amounts
About Form 1041-ES, Estimated Income Tax for Estates and Trusts
About Form 1041-T, Allocation of Estimated Tax Payments to Beneficiaries
About Form 1041-V, Payment Voucher
About Form 1041-QFT, U.S. Income Tax Return for Qualified Funeral Trusts
About Form 1116, Foreign Tax Credit (Individual, Estate, or Trust)
About Form 2210, Underpayment of Estimated Tax by Individuals, Estates and Trusts
About Form 4255, Recapture of Investment Credit
About Form 4972, Tax on Lump-Sum Distributions
About Form 5227, Split-Interest Trust Information Return
About Form 5884-A, Employee Retention Credit for Employers Affected by Qualified Disasters
About Form 8582, Passive Activity Loss Limitations
Page Last Reviewed or Updated: 22-Sep-2022
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