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Estate & Trust Tax Return - Form 1041

Updated over a year ago

Estates and Trusts file annual tax returns using Form 1041. The IRS does not generate Record of Account or Tax Return transcripts for these filers. All information resides on the Account Transcript. Use the dropdown menu in the Account Transcript section to navigate to Form 1041. The 1041 Account Transcript will show:

  • the date the return was filed

  • total income and total deductions

  • extensions filed

  • account balance

  • credits applied from prior tax period

  • payments, interest and penalties for that filing period

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