Form Ct-1041 - Connecticut Income Tax Return For Trusts And Estates - 2014

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Department of Revenue Services
Form CT-1041
2014
State of Connecticut
Connecticut Income Tax Return for Trusts and Estates
CT-1041
(Rev. 12/14)
For residents, nonresidents, and part-year residents
.
Complete this form in blue or black ink only. Read the complete instructions in the Form CT-1041 instruction booklet before completing this form
For calendar year 2014, or other taxable year
beginning _______________________, 2014, and
ending ________________________ , 20 ___
Name of trust or estate
Federal Employer Identifi cation Number (FEIN)

__ __
• •
__ __ __ __ __ __ __
Name
Name and title of fi duciary
DRS use only
and

– 20
Address
Address of fi duciary
Number and street
PO Box
Decedent’s Social Security Number (SSN): For estates only

• •
• •
__ __ __
__ __
__ __ __ __
City, town, or post offi ce
State
ZIP code
Check applicable box:

Final return
Amended return: See back page.
Check here if you meet the Form CT-1041 Quick-File Requirements. See Form CT-1041 Quick-File Requirements on Page 14.
Check here if you checked any of the boxes on Form CT-2210, Part 1.
Date trust was created or, for an estate, date of decedent’s death:
_______________________________
Resident
Status
If estate was closed or trust terminated, enter date:
_________________________________
 
Check applicable box:
Resident estate
Full-year resident trust
Part-year resident trust
Nonresident estate
Nonresident trust
Check here if entity
Check applicable box:
Decedent’s estate
Bankruptcy estate
Simple trust
Type of
is an ESBT.
Entity
Complex trust
Pooled income fund
Grantor type trust fi ling federal Form 1041
Indicate if:
Trust was created by the will of a decedent
Inter vivos trust: Complete Question A on back page.
Full-Year
1. Connecticut taxable income from Schedule CT-1041C, Line 14, or to
Resident
00
Quick-File, see federal Form 1041, Line 22.
1
Only
00
2. Connecticut income tax: Multiply Line 1 by 6.7% (.067).
2
Nonresident
3. Allocated Connecticut income tax from Schedule CT-1041FA, Part 1, Line 12, for
Part-Year
00
nonresident estates, nonresident trusts, or part-year resident trusts only.
3
4. Credit for income tax paid to qualifying jurisdictions by resident estates, resident
00
trusts, or part-year resident trusts only: See instructions.
4
00
5. Subtract Line 4 from Line 2 or Line 3. See instructions.
5
Computation
00
6. Connecticut alternative minimum tax from Form CT-1041, Schedule I, Part I, Line 23
6
of Tax
00
7. Add Line 5 and Line 6.
7
00
8. Total allowable credits from Schedule CT-IT Credit, Part 1, Line 11
8
00
9. Connecticut income tax: Subtract Line 8 from Line 7.
9
00
10. Connecticut income tax withheld: Must attach Schedule CT-1041WH. See instructions.
10
00
11. All 2014 estimated tax payments and any overpayment applied from a prior year
11
Payments
00
12. Payments made with extension request (on Form CT-1041 EXT)
12
00
13. Total payments: Add Lines 10, 11, and 12.
13
00
14. If Line 13 is greater than Line 9, enter amount overpaid. Subtract Line 9 from Line 13.
14
00
15. Amount of Line 14 you want to be applied to the 2015 estimated tax
15
00
16. Balance of overpayment: Subtract Line 15 from Line 14.
16
17. Reserved for future use.
17
00
18. Amount to be refunded: Enter the amount from Line 16.
Refund
18
For faster refund, use Direct Deposit by completing Lines 18a, 18b, and 18c.
Refund or
Amount
Savings
18b. Routing number
18a. Checking
Due
18c. Account number
18d. Will this refund go to a bank account outside the U.S.?
Yes
00
19. If Line 9 is greater than Line 13, enter the amount of tax due. Subtract Line 13 from Line 9.
19
00
20. If late, enter penalty. See instructions.
20
00
21. If late, enter interest. See instructions.
21
00
22. Interest on underpayments of estimated tax from Form CT-2210
22
00
23. Amount due: Add Lines 19 through 22.
Amount you owe
23
Visit the Department of Revenue Services (DRS)
Make check payable to Commissioner of
Due date for
April 15, 2015
Taxpayer Service Center (TSC)
Revenue Services. To ensure payment is
calendar year fi lers:
website at to
applied to your account, write the FEIN of the
Mail paper return to:
trust or estate and “2014 Form CT-1041” on
electronically fi le your return and
Department of Revenue Services
to make a direct tax payment or to download and
the front of the check. DRS may submit your
State of Connecticut, PO Box 2934
check to your bank electronically.
print Connecticut tax forms and publications.
Hartford CT 06104-2934
Taxpayers must sign declaration on back page.
For a faster refund choose direct deposit (Lines 18a - 18c).

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