Form 41 - Oregon Fiduciary Income Tax Return - 2000
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OREGON
2000
Form
Date received
FIDUCIARY INCOME
41
Payment
TAX RETURN
•
Penalty date:
or Fiscal Year
Mo
Day
Year
Mo
Day
Year
•
•
00
•
Beginning:
Ending:
1
2
3
Name of Estate or Trust (first name, last name) — PRINT PLAINLY OR TYPE
•
•
•
•
Name of Fiduciary (first name, last name)
Business Identification Number
•
Street Address or P.O. Box
Federal Employer Identification Number
City
State
ZIP Code
An extension is attached
•
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:
An Amended Return
A First Return
A Final Return
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
•
E. State School Fund. Check the box to donate the kicker refund to the school fund. See New information, page 1
ATTACH A COPY OF FEDERAL FORM 1041 AND APPLICABLE SCHEDULES
Beneficiary
Fiduciary
1. Revised distributable net income from page 2, line 25
1
2. Distribution deduction from federal Form 1041, Schedule
B, line 15, plus page 2, line 27
2
a. Tax-exempt income deducted in computing distribution
deduction from federal Form 1041, Schedule B, line 12
2a
2b
b. Add lines 2 and 2a
3. Percentage
Line 2b $
%
=
Line 1
$
3
4. Revised taxable income of fiduciary from page 2, line 28
4
5. Fiduciary adjustment from page 2, line 40
5
Indicate whether to be
added or
subtracted
a. Beneficiary’s share (line 5
% on line 3—see instructions)
5a
5b
b. Fiduciary’s share (line 5 minus line 5a)
6. Income to be reported by beneficiaries (Form 1041, K-1
attached—see line 6 instructions) Line 2 plus line 5a
6
7
7. Oregon taxable income of fiduciary (total or net of lines 4 and 5b)
8. Tax using rate schedule on page 2, or from Schedule P, line 11
8
9. Tax credits (no prepayments, see instructions). Identify
9
•
10
10. Balance of tax (line 8 minus line 9)
•
11
11. Oregon income tax withheld (attach form W-2 to front of return)
12
12. Prepayments and claim of right credit (see instructions)
13
13. Total payments (line 11 plus line 12)
14. Tax due. Is line 10 more than line 13? If so, line 10 minus line 13
Tax Due
14
15. Overpayment. Is line 13 more than line 10? If so, line 13 minus line 10
Overpayment
15
16
16. Penalty for filing or paying late (see instructions, page 3)
17
17. Interest due with this return (see instructions, page 3)
18. Total Due (line 14 plus lines 16 and 17)
Total Due
18
19. Refund (line 15 minus lines 16 and 17)
Refund
19
150-101-041 (Rev. 9-00)
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
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