Form 41 - Oregon Fiduciary Income Tax Return - 2014
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1
2Clear Form
2014
For office use only
Oregon
Form
41
Date received
•
Fiduciary Income Tax Return
Payment
•
Penalty date
(101, 102)
or Fiscal year
Month Day
Year
Month Day
Year
•
•
beginning:
Ending:
Name of trust or estate (first name, middle initial, last name)—print clearly or type
1
2
3
Check if new name
•
•
•
Name of fiduciary (first name, last name)
Oregon business identification number (BIN)
Check if new name
•
Title (TTEE or PR)
Federal employer identification number (FEIN)
Check if new FEIN
Street address or PO Box
Check if new address
Extension to file
Form 24 is attached
City
State
ZIP code
Amended return
•
A. Check only one box:
B. This is:
C. Check one box:
D. If exempt organization,
An estate—date of death: _________________.
A first return.
An Oregon resident.
check federal form filed:
(101)
A bankruptcy estate.
A final return.
A nonresident.
990-T—Specify
(102)
your due date:
A part-year trust
A funeral trust.
(102)
_________________.
(use Schedule P to
A trust.
(102)
compute the tax).
Other—Specify:
A trust filing as an estate. Attach IRS Form 8855.
(101)
_________________.
Date of death: _________________.
Attach a copy of federal Form 1041, Schedule K-1s, applicable schedules, 1099, W-2, OR-18, OR-19
Round all amounts to the nearest whole dollar
1. Revised distributable net income from
Beneficiary column
Fiduciary column
Form 41, Schedule 1, line 27 ........................... 1
2. Distribution deduction from federal Form 1041, Schedule B, line 15,
plus Form 41, Schedule 1, line 29 ............................................................... 2
a. Tax-exempt income deducted in computing
distribution deduction from federal
Form 1041, Schedule B, line 12 ................. 2a
b. Add lines 2 and 2a ....................................... 2b
3. Percentage = Line 2b $
= 3
%
Line 1
$
4. Revised taxable income of fiduciary from Form 41, Schedule 1, line 30 ............................................... 4
5. Fiduciary adjustment from Form 41, Schedule 2, line 42
Show as an
addition or
subtraction ............ 5
a. Beneficiary’s share (line 5 × % on line 3—see instructions) ................... 5a
b. Fiduciary’s share (line 5 minus line 5a) .............................................................................................. 5b
6. Income to be reported by beneficiaries (Form 1041, Schedule K-1
attached—see instructions) (line 2 plus line 5a) ........................................... 6
7. Oregon taxable income of fiduciary (total or net of lines 4 and 5b) .......................................................... 7
8. Tax using rate schedule on page 2, or from Schedule P, line 11 ....................................................... 8
9. NLTCG from Schedule 1, line 25, column B: 9a
× 0.05 ............................. 9b
10. Total tax (add lines 8 and 9b) .................................................................................................................. 10
11. Tax credits. (Enter payments on line 14.) (See instructions.) Identify credit_____________________ .... 11
•
12. Balance of tax (line 10 minus line 11; if line 11 is more than line 10, enter -0-) ..................................
12
13. Oregon income tax withheld (attach Form 1099,
•
W-2, OR-18, OR-19 above) ............................
13
14. Payments and claim of right credit (see instr.) ... 14
15. Total payments (line 13 plus line 14) ....................................................................................................... 15
16. Tax due. Is line 12 more than line 15? If so, line 12 minus line 15 ........................................... Tax due 16
17. Overpayment. Is line 15 more than line 12? If so, line 15 minus line 12 ....................... Overpayment 17
18. Penalty for filing or paying late (see instructions) ................................................................................... 18
19. Interest due with this return (see instructions) ........................................................................................ 19
20. Total due (line 16 plus lines 18 and 19) ..................................................................................Total due 20
21. Refund (line 17 minus lines 18 and 19) (see instructions) ......................................................... Refund 21
150-101-041 (Rev. 10-14)
Form 41, page 1 of 2
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