1041
Department of the Treasury—Internal Revenue Service
2013
U.S. Income Tax Return for Estates and Trusts
OMB No. 1545-0092
Information about Form 1041 and its separate instructions is at
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A Check all that apply:
For calendar year 2013 or fiscal year beginning
, 2013, and ending
, 20
Name of estate or trust (If a grantor type trust, see the instructions.)
C Employer identification number
Decedent’s estate
Simple trust
Name and title of fiduciary
D
Date entity created
Complex trust
Qualified disability trust
E Nonexempt charitable and split-
Number, street, and room or suite no. (If a P.O. box, see the instructions.)
ESBT (S portion only)
interest trusts, check applicable
Grantor type trust
box(es), see instructions.
Bankruptcy estate-Ch. 7
Described in sec. 4947(a)(1). Check here
City or town, state or province, country, and ZIP or foreign postal code
Bankruptcy estate-Ch. 11
if not a private foundation .
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Pooled income fund
Described in sec. 4947(a)(2)
B Number of Schedules K-1
F
Check
Initial return
Final return
Amended return
Net operating loss carryback
attached (see
applicable
instructions)
boxes:
Change in trust's name
Change in fiduciary
Change in fiduciary's name
Change in fiduciary's address
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G Check here if the estate or filing trust made a section 645 election .
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Trust EIN
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1
Interest income .
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1
2a Total ordinary dividends .
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2a
b Qualified dividends allocable to:
(1) Beneficiaries
(2) Estate or trust
3
Business income or (loss). Attach Schedule C or C-EZ (Form 1040)
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3
4
Capital gain or (loss). Attach Schedule D (Form 1041) .
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4
5
Rents, royalties, partnerships, other estates and trusts, etc. Attach Schedule E (Form 1040)
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5
6
Farm income or (loss). Attach Schedule F (Form 1040) .
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6
7
Ordinary gain or (loss). Attach Form 4797 .
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7
8
Other income. List type and amount
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9
Total income. Combine lines 1, 2a, and 3 through 8
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9
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10
Interest. Check if Form 4952 is attached
10
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11
Taxes .
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11
12
Fiduciary fees .
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12
13
Charitable deduction (from Schedule A, line 7)
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13
14
Attorney, accountant, and return preparer fees
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14
15 a Other deductions not subject to the 2% floor (attach schedule) .
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15a
b Net operating loss deduction (see instructions)
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15b
c Allowable miscellaneous itemized deductions subject to the 2% floor .
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15c
16
Add lines 10 through 15c
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16
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17
Adjusted total income or (loss). Subtract line 16 from line 9
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17
18
Income distribution deduction (from Schedule B, line 15). Attach Schedules K-1 (Form 1041)
18
19
Estate tax deduction including certain generation-skipping taxes (attach computation) .
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19
20
Exemption
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20
21
Add lines 18 through 20 .
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21
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22
Taxable income. Subtract line 21 from line 17. If a loss, see instructions .
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22
23
Total tax (from Schedule G, line 7)
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23
24
Payments: a 2013 estimated tax payments and amount applied from 2012 return
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24a
b Estimated tax payments allocated to beneficiaries (from Form 1041-T)
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24b
c Subtract line 24b from line 24a
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24c
d Tax paid with Form 7004 (see instructions)
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24d
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e Federal income tax withheld. If any is from Form(s) 1099, check
24e
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24h
Other payments: f Form 2439
; g Form 4136
; Total
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25
Total payments. Add lines 24c through 24e, and 24h .
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25
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26
Estimated tax penalty (see instructions) .
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26
27
Tax due. If line 25 is smaller than the total of lines 23 and 26, enter amount owed .
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27
28
Overpayment. If line 25 is larger than the total of lines 23 and 26, enter amount overpaid .
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28
29
Amount of line 28 to be: a Credited to 2014 estimated tax
29
; b Refunded
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Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and
Sign
belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
Here
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with the preparer shown below
(see instr.)?
Yes
No
Signature of fiduciary or officer representing fiduciary
Date
EIN of fiduciary if a financial institution
Print/Type preparer’s name
Preparer's signature
Date
PTIN
Paid
Check
if
self-employed
Preparer
Use Only
Firm’s name
Firm's EIN
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Firm's address
Phone no.
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1041
For Paperwork Reduction Act Notice, see the separate instructions.
Form
(2013)
Cat. No. 11370H