Form 41 - Oregon Fiduciary Income Tax Return - 2007
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1
2Clear Form
2007
OREGON
For office use only
Form
41
Date Received
•
FIDUCIARY INCOME
TAX RETURN
Payment
•
/
/
/
/
Penalty Date
or Fiscal Year
•
(101, 102)
Mo
Day
Year
Mo
Day
Year
•
•
•
•
Ending:
04
Beginning:
1
2
3
Name of Trust or Estate (first name, middle initial, last name)— PRINT CLEARLY OR TYPE
•
•
•
Name of Fiduciary (first name, last name) and title (TTEE or PR)
Oregon Business Identification Number (BIN)
•
Street Address or P.O. Box
Federal Employer Identification Number (FEIN)
City
State
ZIP Code
Check if new
An extension is attached
name or address
Form 24 is attached
Amended return
•
A. This return is for:
An Estate: date of death
A Bankruptcy Estate
A Funeral Trust
A Trust
(101)
(102)
(102)
(102)
B. This is:
A First Return
A Final Return
A Trust Filing as an Estate
(101)
C. This return is for:
An Oregon Resident
A Nonresident
A Part-Year Trust (use Schedule P to compute the tax)
D. If exempt organization, check federal form filed:
990-T
Other: Specify
ATTACH A COPY OF FEDERAL FORM 1041, SCHEDULE K-1s, AND APPLICABLE SCHEDULES
(Round all amounts to the nearest whole dollar)
Beneficiary
Fiduciary
1. Revised distributable net income from Form 41, page 2, line 27 ...1
2. Distribution deduction from federal Form 1041, Schedule B, line 15,
plus Form 41, page 2, 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, page 2, line 30 ................................................................... 4
5. Fiduciary adjustment from Form 41, page 2, line 42
Indicate whether to be
added or
subtracted ........................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, K-1
attached—see line 6 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 column B, line 25: 9a
× 0.05 ........................................................................... 9b
10. Total tax (add lines 8 and 9b) ............................................................................................................................... 10
11. Tax credits (no payment, see instructions). Identify ___________________________________ ......................... 11
•
12. Balance of tax (line 10 minus line 11) ...............................................................................................................
12
•
13. Oregon income tax withheld
.
13
(attach form W-2 or 1099 to front of return)
14. Payments and claim of right credit (see instructions) ......................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
Mail this return on or before the 15th day of the fourth month after the end of the taxable year.
Mail to:
Oregon Department of Revenue
PO Box 14110
Salem OR 97309-0910
150-101-041 (11-07) Web
Form 41, page 1 of 2
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