Form 1041-A - U.s. Information Return Trust Accumulation Of Charitable Amounts Page 4
Download a blank fillable Form 1041-A - U.s. Information Return Trust Accumulation Of Charitable Amounts in PDF format just by clicking the "DOWNLOAD PDF" button.
Open the file in any PDF-viewing software. Adobe Reader or any alternative for Windows or MacOS are required to access and complete fillable content.
Complete Form 1041-A - U.s. Information Return Trust Accumulation Of Charitable Amounts with your personal data - all interactive fields are highlighted in places where you should type, access drop-down lists or select multiple-choice options.
Some fillable PDF-files have the option of saving the completed form that contains your own data for later use or sending it out straight away.
ADVERTISEMENT
1
2
3
44
Form 1041-A (Rev. 1-2017)
Page
Line 28. Notes and loans receivable.
Line 35. Investments—other. Enter the
If you have questions about whether a
amount of all other investment holdings
Enter the combined total of notes
preparer is required to sign the return,
receivable and net loans receivable
not reported on lines 31 through 34.
please contact an IRS office.
(including receivables due from officers,
Attach a schedule describing each of
The person signing the return as the
directors, trustees, and other disqualified
these investments held at the end of the
preparer should complete the requested
persons). In an attached schedule, show
year. List the cost, or other basis, and
preparer information and do the
the following information (preferably in
the end-of-year book value.
following.
columnar format).
Line 36. Land, buildings, and
• Sign it in the space provided for the
• Borrower’s name and title.
equipment. Attach a schedule of all
preparer’s signature. (A facsimile
land, buildings, and equipment that
• Original amount.
signature is acceptable.)
aren’t held for investment purposes,
• Balance due.
• Give the trustee a copy of the return in
such as the trust’s offices. List the cost
addition to the copy to be filed with the
or other basis of these assets,
• Date of note.
IRS.
accumulated depreciation, and end-of-
• Maturity date.
year book value.
• Repayment terms.
Paperwork Reduction Act Notice. We
Line 37. Other assets. Enter the book
ask for the information on this form to
value of any trust assets that haven’t
• Interest rate.
carry out the Internal Revenue laws of
been reported on lines 25 through 36. If
• Security provided by the borrower.
the United States. You are required to
more space is needed, attach a separate
give us the information. We need it to
• Purpose of the loan.
schedule with a description of the asset,
ensure that you are complying with
date acquired, and end-of-year book
• Description and fair market value of
these laws and to allow us to figure and
value.
the consideration furnished by the
collect the right amount of tax.
lender.
Liabilities
You aren’t required to provide the
Line 29. Inventories for sale or use.
Line 39. Accounts payable and
information requested on a form that is
Enter the amount of materials, goods,
accrued expenses. Enter the total
subject to the Paperwork Reduction Act
and supplies purchased or manufactured
accounts payable to suppliers and
unless the form displays a valid OMB
by the trust and held for sale or use in
others, and accrued expenses such as
control number. Books or records
some future period.
salaries payable, accrued payroll taxes,
relating to a form or its instructions must
and interest payable.
be retained as long as their contents
Line 30. Prepaid expenses and
deferred charges. Enter the amount of
may become material in the
Line 40. Mortgages and other notes
administration of any Internal Revenue
short-term and long-term prepayments
payable. Attach a schedule showing, as
of future expenses attributable to one or
law. Generally, tax returns and return
of the end of the year, the total amount
information are confidential, as required
more future accounting periods.
of all mortgages payable, and for each
by Code section 6103.
Examples include prepayments of rent,
nonmortgage note payable, the lender’s
insurance, and pension costs.
name and the other information specified
The time needed to complete and file
Lines 31, 32, and 33. Investments—
in the line 28 instructions.
this form will vary depending on
government obligations, corporate
individual circumstances. The estimated
Line 41. Other liabilities. Enter the book
average time is:
stocks, and corporate bonds. Enter the
value of any trust liabilities that haven’t
book value (which may be market value)
been reported on line 39 or 40. If more
Recordkeeping .
.
.
24 hr., 52 min.
of these investments. Attach a schedule
space is needed, attach a separate
Learning about the
that lists each security held at the end of
schedule with a description of the
law or the form .
.
.
. 2 hr., 37 min.
the year and shows whether the security
liability and amount.
is listed at cost (including the value
Preparing the form
.
. 7 hr., 48 min.
Signature
recorded at the time of receipt in the
case of donated securities) or
Copying, assembling,
Form 1041-A must be signed by the
end-of-year market value. Do not include
and sending the
trustee or by an authorized
amounts on line 26. Government
form to the IRS .
.
.
. 1 hr., 20 min.
representative.
obligations reported on line 31 are those
If you have comments concerning the
If you, as trustee (or an employee or
that mature in 1 year or more. Debt
accuracy of these time estimates or
officer of the trust), fill in Form 1041-A,
securities of the U.S. government may
suggestions for making this form
the Paid Preparer space should be left
be reported as a single total rather than
simpler, we would be happy to hear from
blank. If someone prepares this return
itemized. Obligations of state and
you. You can send your comments to
without charge, that person shouldn’t
municipal governments may also be
the Internal Revenue Service, Tax Forms
sign the return.
reported as a lump-sum total. Do not
and Publications Division, 1111
combine U.S. government obligations
Generally, anyone who is paid to
Constitution Ave. NW, IR-6526,
with state and municipal obligations on
prepare a tax return must sign the return
Washington, DC 20224. Do not send the
the attached schedule.
and fill in the other blanks in the Paid
tax form to this address. Instead, see
Preparer Use Only area of the return.
Line 34. Investments—land, buildings,
Where To File, earlier.
and equipment. Attach a schedule of all
land, buildings, and equipment that are
held for investment purposes, such as
rental properties. List the cost or other
basis of these assets, accumulated
depreciation, and end-of-year book
value.
ADVERTISEMENT
0 votes
Related Articles
Related forms
Form 8891 - U.s. Information Return For Beneficiaries Of Certain Canadian Registered Retirement Plans
Financial
Form 8891 - U.s. Information Return For Beneficiaries Of Certain Canadian Registered Retirement Plans
Financial
Form 8891 - U.s. Information Return For Beneficiaries Of Certain Canadian Registered Retirement Plans
Financial
Related Categories
Parent category: Financial