1041 t tax form-2025

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Form 1041-T is used by trusts or decedent's estates to allocate estimated tax payments to beneficiaries under Internal Revenue Code section 643(g). The form allows fiduciaries to elect to treat part of the trust's estimated tax payments as made by beneficiaries, which is irrevocable once elected. It includes instructions for filing, deadlines, and details on how to report allocations to beneficiaries.

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Click 'Get Form' to open IRS Form 1041-T (2021) in the editor.
Fill in the name of the trust or decedent’s estate at the top of the form. If filing separately, include the fiduciary's name and address.
Enter the employer identification number and optional telephone number.
In Line 1, input the total amount of estimated taxes to be allocated to beneficiaries. This amount should also be reported on Form 1041, Schedule G, Part II, line 11.
For Line 2, list each beneficiary's name and address in Column (b), their identifying number in Column (c), and the allocated tax payment in Column (d). Calculate and enter the proration percentage in Column (e).
If there are more than ten beneficiaries, summarize additional allocations on an attached sheet for Line 3.
Ensure that all totals match and sign where indicated if filing separately. Review your entries for accuracy before proceeding.
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Versions	Form popularity	Fillable & printable
2023	4.5 Satisfied (36 Votes)
2022	4.7 Satisfied (57 Votes)
2021	4.8 Satisfied (115 Votes)
2020	4 Satisfied (43 Votes)
2019	4.4 Satisfied (46 Votes)
2018	4.1 Satisfied (74 Votes)
2017	4.4 Satisfied (292 Votes)
2016	4.4 Satisfied (77 Votes)
2012	4.3 Satisfied (105 Votes)

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How much does it cost to file a 1041 tax return?

Average Price to File Taxes in 2025 Tax FormAverage Cost per FormAverage Hourly Fees Form 1041 (Fiduciary) $576 $172.66 Form 1065 (Partnership) $733 $177.29 Form 990 (Exempt Organization) $735 $171.48 Form 1120-S (S Corporation) $903 $179.819 more rows

Do I pay taxes as a beneficiary of a trust?

Beneficiaries of a trust typically pay taxes on distributions they receive from the trusts income. However, they are not subject to taxes on distributions from the trusts principal.

Who must file a 1041 tax return?

Income tax on income generated by assets of the estate of the deceased. If the estate generates more than $600 in annual gross income, you are required to file Form 1041, U.S. Income Tax Return for Estates and Trusts. An estate may also need to pay quarterly estimated taxes.

What is form 1041 T used for?

A trust or, for its final tax year, a decedents estate may elect under section 643(g) to have any part of its estimated tax payments (but not income tax withheld) treated as made by a beneficiary or beneficiaries. The fiduciary files Form 1041-T to make the election.