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2022 4.7 Satisfied (57 Votes)
2021 4.8 Satisfied (115 Votes)
2020 4 Satisfied (43 Votes)
2019 4.4 Satisfied (46 Votes)
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Third Party Designee - Designate a person on your tax form to discuss that specific tax return and year with the IRS. Oral Disclosure - Authorize the IRS to disclose your tax information to a person you bring into a phone conversation or meeting with us about a specific tax issue.
Form 1041 is a tax return filed by estates or trusts that generated income after the decedent passed away and before the designated assets were transferred to beneficiaries. The executor, trustee, or personal representative of the estate or trust is responsible for filing Form 1041.
Form 1041 was added to the Modernized e-File (MeF) platform in January 2014. MeF can accept the current and prior two tax years. In Processing Year 2024, MeF will accept Form 1041 Tax Years 2021, 2022, and 2023.
For the election to be valid, a trust or decedents estate must file Form 1041-T by the 65th day after the close of the tax year as shown at the top of the form. If the due date falls on a Saturday, Sunday, or legal holiday, file on the next business day.
Using Form 1041-V allows us to process the payment more accurately and efficiently. We strongly encourage you to use Form 1041-V, but there is no penalty if you dont. You may choose to pay any balance due electronically.
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