Form Ia 1041 - Iowa Fiduciary Return - 2001 printable pdf download

I O WA

IA 1041 2001

d e p a r t m e n t o f R e v e n u e a n d F i n a n c e

Iowa Fiduciary Return

For Calendar Year 2001 or fiscal year beginning ______ ,2001, and ending ________ , 200 __

PLEASE PRINT OR TYPE

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 Finance 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

IS INCOME TAX CERTIFICATE OF ACQUITTANCE REQUESTED?

Yes

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. Add gains excluded under section 641cIRC (see instructions) .......................................... 7. _____________________

8. Ordinary gains (losses) (attach federal form 4797) ............................................................. 8. _____________________

9. Other income (state nature of income) ................................................................................. 9. _____________________

10. Total income (add lines 1 through 9) ................................................................................................................................ 10. __________________ s

11. Interest (enter on Schedule D, page 2) ............................................................................... 11. _____________________

12. Taxes (enter on Schedule D, page 2) .................................................................................. 12. _____________________

13. Fiduciary fees (enter on Schedule D, page 2) .................................................................... 13. _____________________

14. Charitable deduction (from income in compliance with Will or Trust instrument) ........... 14. _____________________

15. Attorney, accountant, and return preparer fees (enter on Schedule D, page 2) ............. 15. _____________________

16. Other deductions not subject to 2% floor (enter on Schedule D, page 2) ....................... 16. _____________________

17. Allowable miscellaneous itemized deductions (enter on Schedule D, page 2) ............... 17. _____________________

18. Total (add lines 11 through 17) ......................................................................................................................................... 18. __________________ s

19. Balance (subtract line 18 from line 10) ............................................................................................................................ 19. __________________ s

20. Distributions to beneficiaries (complete Schedule B on page 2 or attach federal Schedule K-1) .... 20. _____________________

21. Federal estate tax attributable to income in respect of a decedent (fiduciary’s share) . 21. _____________________

22. Total (add lines 20 and 21) ................................................................................................................................................ 22. ____________________

23. Taxable income of fiduciary (line 19 minus line 22) Must be zero on final return .................................................... 23. __________________ s

Residents complete lines 24-33. Nonresidents complete Schedule C and enter on line 33.

24. Compute tax from rate Schedule E, page 2 ....................................................................... 24. _____________________

25. Iowa lump sum tax (attach federal Schedule 4972) .......................................................... 25. _____________________

26. Iowa minimum tax (attach IA 6251) ..................................................................................... 26. _____________________

27. Tax before credits (add lines 24 through 26) ................................................................................................................... 27. ____________________

40.00

28. Personal exemption credit .................................................................................................... 28. _____________________

29. Out-of-state tax credit (attach copy of out-of-state return and schedule IA 130) .......... 29. _____________________

30. Motor fuel tax credit (attach Schedule IA 4136) ................................................................ 30. _____________________

31. Other credits .......................................................................................................................... 31. _____________________

32. Total credits (add lines 28 through 31) ............................................................................................................................. 32. ____________________

33. Tax liability: Residents subtract line 32 from 27. Nonresidents enter amount from line 20, Schedule C ................. 33. ____________________

34. Tax paid with additional Iowa Fiduciary Income Tax Payment Voucher ........................................................................ 34. ____________________

35. Refund: If line 34 is larger than line 33, enter the difference ........................................................................................ 35. __________________ s

36. Amount due: If line 34 is less than line 33, enter the difference ................................................................................... 36. __________________ s

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 (9/24/01)