MI-1041 - Fiduciary Income Tax Return-2026

1. Click ‘Get Form’ to open the MI-1041 in our editor.
2. Begin by entering the tax year information at the top of the form. If applicable, indicate whether this is a final or amended K-1 in the upper right area.
3. In Section A, provide details about the beneficiary, including their name, mailing address, and social security number. Select the appropriate designation for the beneficiary (e.g., Individual, Corporation).
4. Next, fill out Section B with information about the estate or trust. Enter its Federal Employer Identification Number and mailing address.
5. Proceed to Section C where you will report the beneficiary’s share of Alabama current year income. Complete each line carefully, ensuring that amounts are reported on the correct schedules of Alabama Form 40 or 40NR.

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