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- Click ‘Get Form’ to open it in the editor.
- Begin by filling out your personal information at the top of the form, including your name, address, and Social Security number.
- In Part I, focus on calculating the Net Minimum Tax on Exclusion Items. If you are filing for an estate or trust, skip lines 1 through 3 as instructed.
- For line 4, refer to your completed Schedule I from Form 1041 to determine the amount to enter. Ensure you only include exclusion items.
- Proceed to Part II where you will calculate any minimum tax credit and carryforward amounts. Follow the specific instructions for each line carefully.
- Finally, review all entries for accuracy before saving and exporting your completed form directly from our platform.
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| Versions | Form popularity | Fillable & printable |
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| 2025 | 4.5 Satisfied (59 Votes) | |
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| 2023 | 4.8 Satisfied (41 Votes) | |
| 2022 | 4.9 Satisfied (27 Votes) | |
| 2021 | 4.8 Satisfied (31 Votes) | |
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| 2015 | 4 Satisfied (45 Votes) | |
| 2013 | 4 Satisfied (27 Votes) |
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