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2020 TaxAct Supported Forms
1041 State Forms, Schedules & Worksheets
TaxAct has the forms, schedules and worksheets you need to print and prepare an unlimited number of returns. Complete forms using the step-by-step Q&A interview, entering data directly onto forms or a combination of both.
Alabama
Arizona
California
Colorado
Georgia
Illinois
Indiana
Iowa
Kansas
Kentucky
Maryland
Massachusetts
Michigan
Minnesota
Missouri
Nebraska
New Jersey
New Mexico
New York
North Carolina
Ohio
Oklahoma
Pennsylvania
Rhode Island
South Carolina
Texas
Virginia
Alabama
Forms & schedules
| Form 41 | Alabama Fiduciary Income Tax Return |
| Form 4952A | Investment Interest Expense |
| Form AL8453-FDT | Fiduciary Income Tax Declaration for Electronic Filing |
| Form FDT-V | Fiduciary Income Tax Payment Voucher |
| Form NOL-F85 | Computation of Net Operating Loss |
| Form NOL-F85A | Application of Net Operating Loss |
| Form 41 Schedule E - Part I | Part I - Supplemental Income and Loss |
| Form 41 Schedule E - Part II | Part II - Income from Partnerships S Corporations Estates and Trusts |
| Schedule ESBT | Worksheet for Electing Small Business |
| Schedule FC | Fiduciary Credits |
| Schedule G | Grantor Statement of Income Deductions Credits |
| Schedule K-1 | Fiduciary Income Tax Beneficiary Information |
Arizona
Forms & schedules
| Form 141 AZ | Fiduciary Income Tax Return |
| 141 AZ Schedule K-1 | Resident or Part-Year Resident Beneficiary's Share of Fiduciary Adjustment |
| 141 AZ Schedule K-1(NR) | Nonresident Beneficiary's Share of Fiduciary Adjustment |
| Form 141AZ ES | Estate or Trust Estimated Income Tax Payment |
| Form 141AZ EXT | Application for Filing Extension for Fiduciary Returns |
| Form 210 | Notice of Assumption of Duties in a Fiduciary Capacity |
| Form AZ141 V | Arizona Estate or Trust Income Tax Payment Voucher |
| Form AZ-8879-F | E-file Signature Authorization - Fiduciary |
California
Forms & schedules
| Form 541 | Fiduciary Income Tax Return |
| Schedule J (541) | Trust Allocation of an Accumulation Distribution |
| Schedule P (541) | Alternative Minimum Tax and Credit Limitations |
| Schedule D (541) | Capital Gain or Loss |
| Schedule D-1 | Sales of Business Property |
| Schedule G-1 | Tax on Lump-Sum Distributions |
| Schedule K-1 | Beneficiary's Share of Income, Deductions, Credits, etc. |
| Schedule S | Other State Tax Credit |
| Form 3510 | Credit for Prior Year Alternative Minimum Tax |
| Form 3521 | Low-Income Housing Credit |
| Form 3523 | Research Credit |
| Form 3526 | Investment Interest Expense Deduction |
| Form 3547 | Donated Agricultural Products Transportation Credit |
| Form 3548 | Disabled Access Credit for Eligible Small Businesses |
| Form 3554 | New Employment Credit |
| Form 3563 | Automatic Extension for Fiduciaries |
| Form 3801 | Passive Activity Loss Limitations |
| Form 3805E | Installment Sale Income |
| Form 3805V | Net Operating Loss (NOL) Computation and NOL and Disaster Loss Limitations |
| Form 3885F | Depreciation and Amortization |
| Form 5805 | Underpayment of Estimated Tax |
| Form 8453-FID | E-File Return Authorization for Fiduciaries |
| Form 8455-FID | E-File Payment Record for Fiduciaries |
| Form 8879-FID | E-File Signature Authorization for Fiduciaries |
Colorado
Forms & schedules
| Form 105 | Fiduciary Income Tax Return |
| Form DR 0104-BEP | Nonresident Beneficiary Tax Payment |
| Form DR 0105-EP | Estate and Trust Estimated Tax Worksheet |
| Form 158-F | Extension Payment |
| Form DR 0617 | Innovative Motor Vehicle Credit |
| Form DR 0900-F | Payment Form for Electronic Filing |
| Form DR 1316 | Colorado Source Capital Gain Affidavit |
| Form DR 1366 | Enterprise Zone Credit and Carryforward Schedule |
| Form DR 1778 | E-File Attachment Form |
| Form DR 8453-F | Declaration for Electronic Filing |
Georgia
Forms & schedules
| Form 501 | Fiduciary Income Tax Return |
| Form 501X | Amended Fiduciary Income Tax Return |
| Form 500ES | Fiduciary Estimated Tax |
| Form 500 UET | Underpayment of Georgia Estimated Tax |
| Form IT-303 | Application for Extension of Time for Filing |
| Form 525 TV | Payment Voucher |
| Form IT-560 | Extension Payment Voucher |
| Form 8453 | Declaration for Electronic Filing |
Illinois
Forms & schedules
| IL-1041 | Fiduciary Income and Replacement Tax Return |
| IL-1041 Sch CR | Credit for Tax Paid to Other States |
| IL-1041 Sch D | Beneficiary Information |
| IL-1041 Sch I | Income Received |
| IL-1041 Sch NR | Nonresident Computation of Fiduciary Income |
| Sch SA (1041) | Specific Acctg Method Computing Net Income |
| IL-1041-V | Payment Voucher for Fiduciary Income and Replacement Tax |
| IL-1041-X | AmendedFiduciary Income and Replacement Tax Return |
| IL-1041-X-V | Payment Voucher for AmendedFiduciary Income and Replacement Tax |
| Sch NB | Nonbusiness Income |
| IL-4562 | Special Depreciation |
| IL-477 | Replacement Tax Investment Credits |
| IL-505-B | Automatic Extension Payment |
| IL-56 | Notice of Fiduciary Relationship |
| Sch 1299-D | Income Tax Credits (for corporations & fiduciaries) |
| Sch K-1-T | Beneficiary's Share of Income & Deductions |
| Sch M Business | Other Additions and Subtractions (for Businesses) |
| Sch NLD | Net Loss Deduction |
Indiana
Forms & schedules
| IT-40NOL | Individual NOL Computation |
| IT-41 | Fiduciary Income Tax Return |
| IT-41 Sch IN K-1 | Fiduciary Share of Income (IT-41) |
| IT-41ES | Fiduciary Estimated Payment |
Iowa
Forms & schedules
| Form IA 1041 | Iowa Fiduciary Return |
| Form IA 1041 Schedule C | Computation of Nonresident's Tax Credit |
| Form IA 1041V | Fiduciary Income Tax Payment Voucher |
| Form IA 128 | Research Activities Credit |
| Form IA 128S | Alternative Simplified Research Activities Credit |
| Form IA 130 | Out-of-State Credit Computation |
| Form IA 134 | S Corp Apportionment Credit |
| Form IA 135 | E85 Gasoline Promotion Tax Credit |
| Form IA 137 | Ethanol Promotion Tax Credit |
| Form IA 138 | E15 Plus Gasoline Promotion Tax Credit |
| Form IA 147 | Franchise Tax Credit |
| Form IA 148 | Tax Credits Schedule |
| Form IA 4136 | Fuel Tax Credit |
| Form IA 4562A | Depreciation Adjustment Schedule |
| Form IA 4562B | Depreciation Accumulated Adjustment Schedule |
| Form IA 1041 Schedule I | Alternative Minimum Tax Computation |
| Form IA 8453-F | Iowa Fiduciary Income Tax Declaration for an e-File Return |
| Form IA 8801 | Credit for Prior-Year Minimum Tax |
| Form IA 8864 | Biodiesel Blended Fuel Tax Credit |
Kansas
Forms & schedules
| Form K-18 | Fiduciary Report of Nonresident Beneficiary Tax Withheld |
| Form K-41 | Kansas Fiduciary Income Tax Return |
| Form K-41V | Fiduciary Payment Voucher |
Kentucky
Forms & schedules
| Form 741 | Kentucky Fiduciary Income Tax Return |
| Form 42A741(K-1) | Kentucky Beneficiary's Share of Income, Deductions, Credits, Etc. |
| Form 42A741(D) | Kentucky Capital Gains and Losses |
| Schedule P | Kentucky Pension Income Exclusion |
| Form 40A102 | Application for Extension of Time to File Individual Income Tax Returns For Kentucky |
| Form 2210-K | Underpayment of Estimated Tax |
| Form 4972-K | Kentucky Tax on Lump-Sum Distributions |
| Form 5695-K | Kentucky Energy Efficiency Products Tax Credit |
| Form 8582-K | Kentucky Passive Activity Loss Limitations |
| Schedule KNOL | Kentucky Net Operating Loss Schedule |
| Form PTE-WH | Kentucky Nonresident Income Tax Withholding on Net Distributive Share Income |
Maryland
Forms & schedules
| 504 Sch K-1 | Beneficiary's Information |
| 504CR | Income Tax Credits for Fiduciaries |
| 504D | Declaration of Estimated Income Tax |
| 504E | Application for Extension for Fiduciaries |
| 504NR | Nonresident Income Tax Calculation |
| 504UP | Underpayment of Estimated Tax |
| 505 | Nonresident Income Tax Return |
Massachusetts
Forms & schedules
| Form 2 | Massachusetts Fiduciary Income Tax return |
| Schedule B/R | Beneficiary/Remaindermen |
| Schedule B | Interest Dividends and Certain Capital Gains and Losses |
| Schedule D | Capital Gains and Losses |
| Schedule E and F | Rental Income or Loss and Credit for Taxes Paid |
| Schedule H | Expenses and Fiduciary Compensation |
| Schedule IDD | Income Distribution Deduction |
| Schedule 2K-1 | Beneficiary's Massachusetts Information |
| Form 2-PV | Massachusetts Fiduciary Income Tax Payment Voucher |
| Form 2-ES | Estimated Income Tax payment vouchers |
| Form M-2210F | Underpayment of Massachusetts Estimated Income Tax for Fiduciaries |
| Form M-8453F | Fiduciary Tax Declaration for Electronic Filing |
| Form M-8736 | Application for Extension of Time to File Fiduciary Return |
| Schedule C | Business Income |
| Schedule EOAC | Economic Opportunity Area Credit |
| Schedule LP | Credit for Removing or Covering Lead Paint on Residential Premises |
| Schedule RFC | Refundable Film Credit |
Michigan
Forms & schedules
| Form 4 | Application for Extension of Time to File Michigan Tax Returns |
| Form MI-1041 | Michigan Fiduciary Income Tax Return |
| Form MI-1041D | Adjustments of Capital Gains and Losses |
| Form MI-1041ES | Estimated Income Tax for Fiduciaries |
| Form MI-1041 Schedule W | Withholding Tax Schedule |
| Form MI-2210 | Underpayment of Estimated Income Tax |
| Form MI-4797 | Adjustments of Gains and Losses from Sales of Business Property |
| Form MI-8949 | Sales and Other Dispositions of Capital Assets |
| Schedule W | Withholding Tax Schedule |
Minnesota
Forms & schedules
| BANK | Bank Auth for Direct Debit |
| EST | Addtl Charge for Underpayment of Estimated Tax |
| ETP | Employer Transit pass Credit |
| KPI | Partner's Share of Income, Credits & Modifications |
| KS | Shareholder's Share of Income Credits Modifications |
| M1CR | Credit for Income Tax Paid to Another State |
| M1LS | Tax on Lump Sum Distributions |
| M2 | Income Tax Return for Estates & Trusts |
| M2MT | Alternative Minimum Tax for Estates & Trusts |
| M2X | Amended Income Tax for Estates and Trusts |
| FID-AMD | Fiduciary Tax Amended Return Payment |
| FID-EST | Fiduciary Estimated Payment |
| FID-EXT | Fiduciary Tax Extension Payment |
| FID-PAY | Fiduciary Tax Return Payment |
Missouri
Forms & schedules
| MO-1041 | Fiduciary Income Tax Return |
| MO-1041V | Payment Voucher |
| MO-CR | Credit for Income Taxes Paid to Other States |
| MO-FPT | Food Pantry Tax Credit |
| MO-60 | Application for Extension of Time to File (Individual) |
| MO-NRF | Nonresident Fiduciary Form |
| MO-TC | Miscellaneous Income Tax Credits |
Nebraska
Forms & schedules
| Form 1041N | Nebraska Fiduciary Income Tax Return |
| Form 1041N-ES | Nebraska Fiduciary Voluntary Estimated Income Tax Payment Voucher |
| Form 7004N | Application for Extension of Time to File |
| Schedule I | Computation of Nebraska Tax |
| Schedule II | Nonresident Beneficiary's Share of Nebraska Income Deductions and Credits |
| Schedule III | Credit for Tax Paid to Another State |
| Schedule K-1N | Beneficiary's Share of Income Deductions Modifications and Credits |
New Jersey
Forms & schedules
| Form NJ-1041 | Gross Income Tax Fiduciary Return |
| Schedule A | Net Gains or Income from Disposition of Property |
| Schedule B | Beneficiaries' Share of Income |
| Schedule C | Credit for Income or Wage Taxes Paid to Other Jurisdiction |
| Schedule D | Allocation of Business Income to New Jersey |
| Schedule E | New Jersey Income of Nonresident Estates and Trusts |
| Schedule NJ-BUS-1 | Business Income Summary Schedule |
| Schedule NJ-BUS-2 | Alternative Business Calculation Adjustment |
| Form NJ-NR-A | Business Allocation Schedule |
| Schedule NJK-1 (Form NJ-1041) | Beneficiary's or Grantor's Share of Income |
| Form NJ-1040-ES | Estimated Tax Worksheet |
| Form NJ-1040-O | E-File Opt-Out Request Form (Preparer Only) |
| Form NJ-630 | Application for Extension of Time to File NJ Gross Income Tax Return |
New Mexico
Forms & schedules
| FID-1 | Fiduciary IncomeTax Return |
| FID-B | Schedules 1 and 2 |
| FID-CR | Tax Credit Schedule |
| FID-D | Annual Withholding of Net Income from a Fid Detail Report |
| FID-ES | Estimated Tax Payment Voucher |
| FID-EXT | Extension Payment Voucher |
| FID-PV | Fiduciary Payment Voucher |
New York
Forms & schedules
| IT-112.1 | Resident Credit Against Separate Tax on Lump-Sum Distributions |
| IT-112-C | Resident Credit for Taxes Paid to a Province |
| IT-112-R | NY State Resident Tax Credit |
| IT-135 | Sales and Use Tax Report for Purchases of items and Services Costing $25,000 or More |
| IT-182 | Passive Activity Loss Limitations |
| IT-2 | Summary of W-2 Statements |
| IT-205 | Fiduciary Income Tax Return |
| IT-205-A | Fiduciary Allocation |
| IT-205-C | Resident Trust Nontaxable Certification |
| IT-205-T | Allocation of Estimated Tax Payments to Beneficiaries |
| IT-205-V | Payment Voucher for Fiduciary Income Tax Returns |
| IT-2106 | Estimated Income Tax Payment Voucher for Fiduciaries |
| IT-212 | Investment Credit |
| IT-212-ATT | Claim for Historic Barn Rehabilitation Credit & Employment Incentive |
| IT-217 | Claim for Farmer School Tax Credit |
| IT-219 | Credit for NY City Unincorporated Business Tax |
| IT-222 | General Corporation Tax Credit |
| IT-223 | Innovation Hot Spot Deduction |
| IT-225 | NY State Modifications |
| IT-230 | Separate Tax on Lump-Sum Distributions |
| IT-241 | Claim for Clean Heating Fuel Credit |
| IT-242 | Claim for Conservation Easement Tax Credit |
| IT-249 | Claim for Long-term Care Insurance Credit |
| IT-250 | Claim for Credit Purchase an AED |
| IT-256 | Claim for Special Addt'l Mortgage Recording Tax Credit |
| IT-257 | Claim of Right Credit |
| IT-370-PF | Application for Automatic Six-Month Extension of Time to File |
| IT-398 | NY State Depreciation Schedule for IRS Section 168 (k) Property |
| IT-399 | NYS Depreciation Schedule |
| IT-501 | Temporary Deferral Nonrefundable Payout Credit |
| IT-601 | Claim for EZ Wage Tax Credit |
| IT-603 | Claim for EZ Investment Tax Credit and EZ Employment Incentive Credit |
| IT-604 | Claim for QEZE Tax Reduction Credit |
| IT-606 | Claim for QEZE Credit for Real Property Taxes |
| IT-607 | Claim for Excelsior Jobs Program Tax Credit |
| IT-611 | Claim for Brownfield Redevelopment Tax Credit |
| IT-611.1 | Claim for Brownfield Redevelopment Tax Credit |
| IT-612 | Claim for Remediated Brownfield Credit for Real Property Taxes |
| IT-634 | Empire State Jobs Retention Program Credit |
| IT-639 | Minimum Wage Reimbursement Credit |
| IT-639-ATT | Minimum Wage Reimbursement Credit |
| IT-641 | Manufacturer's Real Property Tax Credit |
| Y-206 | Yonkers Nonresident Fiduciary Earnings Tax Return |
| TR-579.2-IT | NYS E-File Signature Authorization (IT-205) |
| TR-579.3-IT | NYS Fiduciary Auth for Electronic Funds Withdrawal |
North Carolina
Forms & schedules
| Form D-407 | Estates and Trusts Income Tax Return |
| Form D-407TC | Estates and Trusts Tax Credit Summary |
| Form D-407 NC K-1 | Beneficiary's Share of NC Income, Adjustments, and Credits |
| Form D-410P | Application for Extension of Filing Estate or Trust Tax Return |
| Form NC-EDU | Education Endowment Fund Payment Voucher |
| Schedule A | North Carolina Fiduciary Adjustments |
| Schedule B | Apportionment of Adjustments |
Ohio
Forms & schedules
| Form IT 1041 | Ohio Fiduciary Income Tax Return |
| Form IT 1041ES | Estimated Tax Worksheet |
| Form IT 1041P | Payment Coupon |
| Form IT 2023 | Income Allocation and Apportionment |
| Form IT 2210 | Interest Penalty on Underpayment |
| Form SD 100E | School District Estate Income Tax Return |
| Form SD 2210 | Interest Penalty on Underpayment |
| Form SD 40EP | School District Estate Tax Payment Voucher |
| IT 1041 Schedule A | Adjustments to Federal Taxable Income Net of Related Expenses |
| IT 1041 Schedule B C and D | Estate Credits |
| IT 1041 Schedule E | Nonrefundable Business Credits |
| IT 1041 Schedules F G H I | Allocations and Credits for Trusts |
Oklahoma
Forms & schedules
| Form 504 | Application for Extension of Time to File |
| Form 511CR | Other Credits |
| Form 513 | Oklahoma Resident Fiduciary Return of Income |
| Form 513X | Resident Fiduciary Return of Income Page 4 - 513-X |
| Form 561F | Resident Capital Gain Deduction |
| Form 577 | Refundable Coal Credit |
| Form 578 | Refundable Credit for Electricity Generated by Zero-Emission Facilities |
| Form OW-8-ESC | Estimated Tax Worksheet |
| Form OW-8-P | Underpayment of Estimated Tax |
| Form 513 Schedule K-1 | Beneficiary's Share of Income and Deductions |
Pennsylvania
Forms & schedules
| Form PA-41 | Fiduciary Income Tax Return |
| Form PA-41ES | Estimated Income Tax Worksheet |
| Schedule PA-41X | Amended Fiduciary Income Tax Schedule |
| Schedule A | Interest Income and Gambling and Lottery Winnings |
| Schedule B | Dividends and Capital Gains Distributions Income |
| Schedule C | Profit or Loss From Business or Profession |
| Schedule D | Sale, Exchange or Disposition of Property |
| Schedule DD | Distribution Deductions |
| Schedule E | Rents and Royalty Income (Loss) |
| Schedule F | Farm Income and Expenses |
| Schedule G-L | Credit for Taxes Paid to Other States |
| Schedule J | Income from Estates or Trusts |
| Schedule N | PA Source Income and Nonresident Tax Withheld |
| Schedule NRK-1 | Nonresident Schedule of Beneficiary's Pass Through Income, Loss and Credits |
| Schedule OC | Other Credits |
| Schedule RK-1 | Resident Schedule of Beneficiary's Pass Through Income, Loss and Credits |
| REV-276 | Application for Extension of Time to File |
| REV-1630F | Underpayment of Estimated Tax by Fiduciaries |
Rhode Island
Forms & schedules
| Form RI-1041 | Rhode Island Estates and Trusts Tax Return |
| Schedule M | Rhode Island Modifications to Federal Total Income |
| Form RI-1041ES | Rhode Island Estimated Tax Payments |
| Form RI-1041-MU | Credit for Income Taxes Paid to Multiple States |
| Schedule CR | Other Rhode Island Credits |
| Form RI-2210 | Underpayment of Estimated Tax by Individuals, Estates |
| Schedule W | Rhode Island W-2 and 1099 Information |
| Form RI-8736 | Automatic Six Month Extension Request |
South Carolina
Forms & schedules
| Form SC 1041 | Fiduciary Income Tax Return |
| Form SC1041 K-1 | Beneficiary's Share of SC Income, Deductions, Credits, Etc. |
| Form SC8736 | Request for Extension of Time to File SC Return for Fiduciary and Partnership |
| Form SC1041ES | Fiduciary Declaration of Estimated Tax |
| Form I-335 | Active Trade or Business Income Reduced Rate Computation |
| Form SC1040TC | Tax Credits |
| Schedule TC-35 | Alternative Motor Vehicle Credit |
Texas
Forms & schedules
| Form 05-102 | Texas Public Information Report |
| Form 05-158-A | Texas Franchise Tax Report – Long Form page 1 |
| Form 05-158-B | Texas Franchise Tax Report – Long Form page 2 |
| Form 05-160 | Credits Summary Schedule |
| Form 05-163 | Texas Franchise Tax Report – No Tax Due Information Report |
| Form 05-164 | Extension Request |
| Form 05-167 | Ownership Information Report |
| Form 05-169 | Texas Franchise Tax Report – Ez-Computation Report |
| Form 05-170 | Payment Form |
| Form 05-175 | Tiered Partnership Report |
| Form 05-178 | R & D Activities Credits Schedule |
| Form 05-180 | Historic Structure Credit Supplement for Credit Claimed on Report |
Virginia
Forms & schedules
| Form 760C | Underpayment of Virginia Estimated Tax |
| Form 770 | Virginia Fiduciary Income Tax Return |
| Form 770 Schedule 2 | Taxable Income of a Nonresident Estate or Trust |
| Form 770 Schedule 3 | Modifications to Income |
| Form 770 Schedule 4 | Credit for Tax Paid to Another State |
| Form 770 Schedule 5 | Computation of Credits and Qualifying Income |
| Form 770ES | Estimated Tax Worksheet |
| Form 770IP | Extension Payment Voucher |
Make Sure You're Ready for Tax Season
