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Finance
Form 1041

Form 1041

IRS Form 1041 (2024) is used by estates and trusts to report income, deductions, tax, payments, and related compliance information for the 2024 tax year.

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Frequently asked questions

IRS Form 1041 (2024) is the U.S. income tax return for estates and trusts. It collects the estate/trust name, fiduciary details, address, EIN/TIN, entity type, and tax year period. Filers report income (interest, dividends, business income, capital gains, rents/royalties, farm income, other income), deductions (taxes, fiduciary fees, charitable deduction, professional fees, other deductions), taxable income, total tax, payments/withholding/estimated payments, and amounts due or overpaid with refund/credit choices. It includes Schedules A, B, and G plus compliance questions (foreign accounts, foreign trusts, digital assets). The fiduciary and any paid preparer must sign and date the return.
Fiduciaries (executors, administrators, trustees) filing a U.S. income tax return for an estate or trust for tax year 2024 (or a fiscal year beginning in 2024).
Submit to the Internal Revenue Service (IRS) by e-filing or by mailing to the IRS address listed in the Form 1041 instructions for the filer’s location.

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