Form 41 - Oregon Fiduciary Income Tax Return - 2013

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2013
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:
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) and title (TTEE or PR)
Oregon business identification number (BIN)
Check if new
name
Street address or P.O. box
Federal employer identification number (FEIN)
Check if new
Check if
address
new FEIN
City
State
ZIP code
Extension to file
Form 24 is attached
Amended return
A. Check only
An Estate: date of death
A Bankruptcy Estate
(101)
(102)
one box:
A Funeral Trust
A Trust
A Trust Filing as an Estate. Attach IRS Form 8855. Date of death:___________
(102)
(102)
(101)
B. This is:
A First Return
A Final Return
C. Check one box:
An Oregon Resident
A Nonresident
A Part-Year Trust (use Schedule P to compute the tax)
990-T: Specify your due date
D. If exempt organization, check federal form filed:
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, 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
13
(attach Form 1099, W-2, OR-18, OR-19 above) ...
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
For 2013 calendar year taxpayers, mail this return by April 15.
Mail to: Oregon Department of Revenue, PO Box 14110, Salem OR 97309-0910
150-101-041 (Rev. 10-13)
Form 41, page 1 of 2

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