Form Ia 1041 - Iowa Fiduciary Return - 2007
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Iowa Department of Revenue
IA 1041 2007
Iowa Fiduciary Return
For Calendar Year 2007 or fiscal year beginning _______ ,2007, and ending _________ , 200 __
Name of Estate or Trust
Dept. of Revenue No.
Check one:
Estate
Name, Address, and Title of Fiduciary
Federal Identification No.
Simple Trust
Complex Trust
Name of Attorney
Attorney’s Phone Number
Iowa County in which
Bankruptcy Estate
estate is pending
If trust, check one:
Testamentary
Address (Number and Street)
City
State Zip Code
Probate No.
Inter Vivos
Authorization is granted to the attorney listed above to receive confidential tax information under Iowa Code section 421.60 to act as the trust or
estate’s representative before the Iowa Department of Revenue and to make written or oral presentations on behalf of the trust or estate.
Have prior returns been filed for this estate or trust?
Yes
No
Is Income Tax Certificate of Acquittance requested?
Yes
No
Is this an amended IA 1041?
Yes
No
Is an Iowa 706 being filed?
Yes
No
1. Dividends (enter full amount) ................................................................................................. 1. _____________________
2. Interest ................................................................................................................................... 2. _____________________
3. Income from partnerships and other fiduciaries (attach supporting schedule) ................. 3. _____________________
4. Net rents and royalties ............................................................................................................ 4. _____________________
5. Net business and farm income or loss (attach Schedules C or C-EZ and F, federal form 1040) ... 5. _____________________
6. Net gain (loss) from capital assets ........................................................................................ 6. _____________________
7. Ordinary gains (losses) (attach federal form 4797) ............................................................. 7. _____________________
8. Other income (state nature of income) ................................................................................. 8. _____________________
9. Total income (add lines 1 through 8) ................................................................................................................................. 9. __________________
10. Interest (enter on Schedule D, page 2) .............................................................................. 10. _____________________
11. Taxes (enter on Schedule D, page 2) ................................................................................. 11. _____________________
12. Fiduciary fees (enter on Schedule D, page 2) ................................................................... 12. _____________________
13. Charitable deduction (from income in compliance with Will or Trust instrument) .......... 13. _____________________
14. Attorney, accountant, and return preparer fees (enter on Schedule D, page 2) ............ 14. _____________________
15. Other deductions not subject to 2% floor (enter on Schedule D, page 2) ....................... 15. _____________________
16. Allowable miscellaneous itemized deductions (enter on Schedule D, page 2) .............. 16. _____________________
17. Total (add lines 10 through 16) ........................................................................................................................................ 17. __________________
18. Balance (subtract line 17 from line 9) .............................................................................................................................. 18. __________________
19. Distributions to beneficiaries (complete Schedule B on page 2 or attach federal Schedule K-1) ..... 19. _____________________
20. Federal estate tax attributable to income in respect of a decedent (fiduciary’s share) . 20. _____________________
21. Total (add lines 19 and 20) ............................................................................................................................................... 21. ____________________
22. Taxable income of fiduciary (line 18 minus line 21) Must be zero on final return ................................................... 22. __________________
Residents complete lines 23-32. Nonresidents complete Schedule C and enter on line 32.
23. Compute tax from rate Schedule E, page 2 ....................................................................... 23. _____________________
24. Iowa lump sum tax (attach federal Schedule 4972) .......................................................... 24. _____________________
25. Iowa minimum tax (attach IA 6251) ..................................................................................... 25. _____________________
26. Tax before credits (add lines 23 through 25) .................................................................................................................. 26. ____________________
40.00
27. Personal exemption credit (This is a nonrefundable credit.) ............................................ 27. _____________________
28. Out-of-state tax credit (attach copy of out-of-state return and schedule IA 130) ........... 28. _____________________
29. Motor fuel tax credit (attach Schedule IA 4136) ................................................................ 29. _____________________
30. Other credits (attach IA 148 Tax Credits Schedule) .......................................................... 30. _____________________
31. Total credits (add lines 27 through 30) ............................................................................................................................ 31. ____________________
32. Tax liability: Residents subtract line 31 from 26. Nonresidents enter amount from line 19, Schedule C ................. 32. ____________________
33. Tax paid with additional Iowa Fiduciary Income Tax Payment Voucher ...................................................................... 33. ____________________
34. Refund: If line 33 is larger than line 32, enter the difference ........................................................................................ 34. __________________
35. Amount due: If line 33 is less than line 32, enter the difference ................................................................................... 35. __________________
Mail to: Fiduciary Return Processing, Iowa Department of Revenue, PO Box 10467, Des Moines, IA 50306-0467
DECLARATION: The undersigned hereby certifies and declares that this return together with any schedules or papers attached hereto has
been duly examined; that to the best knowledge and belief of the undersigned, it is a true, correct and complete return for the taxable year as
required by the income tax law of the State of Iowa and the rules and regulations issued under authority thereof. Note: State tax information
may be disclosed to tax officials of another state or of the United States for tax administrative purposes.
Signature of fiduciary or officer representing fiduciary
Date
Signature of preparer other than fiduciary
Preparer’s ID No.
Address
Date
63-001a (7/12/07)
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