Trust and Estate Tax Returns

We will make sure you comply with the complex tax law

Form 1041, U.S. Income Tax Return for Estates and Trusts, is used by the fiduciary of a domestic decedent’s estate, trust, or bankruptcy estate to report:

  • Income, deductions, gains, losses, etc. of the estate or trust;
  • Income that is either accumulated or held for future distribution or distributed currently to the beneficiaries;
  • Income tax liability of the estate or trust; and
  • Employment tax on wages paid to household employees.
  • 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 2021, MeF will accept Form 1041 Tax Years 2018, 2019, and 2020.