Schedule J (Form 1041) - Accumulation Distribution For Certain Complex Trusts - 2013 Page 2
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Schedule J (Form 1041) 2013
Page
Part III
Taxes Imposed on Undistributed Net Income (Enter the applicable throwback years below.) (See the instructions.)
Note: If more than 5 throwback years are involved, attach additional schedules. If the trust received an accumulation distribution from
another trust, see Regulations section 1.665(d)-1A.
If the trust elected the alternative tax
Throwback
Throwback
Throwback
Throwback
Throwback
on capital gains (repealed for tax
year ending
year ending
year ending
year ending
year ending
years beginning after 1978), skip
lines 18 through 25 and complete
lines 26 through 31.
18
18
Regular tax .
.
.
.
.
.
Trust’s share of net short-term
19
gain
.
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.
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19
Trust’s share of net long-term
20
gain
.
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20
21
21
Add lines 19 and 20
.
.
.
22
22
Taxable income .
.
.
.
.
23
Enter percent. Divide line 21
by line 22, but do not enter
more than 100%
.
.
.
.
%
%
%
%
%
23
Multiply
line
18
by
the
24
percentage on line 23 .
.
.
24
Tax
on
undistributed
net
25
income. Subtract line 24 from
line 18.
Enter here and on
page 1, line 9
.
.
.
.
.
25
Do not complete lines 26 through 31
unless the trust elected the
alternative tax on long-term capital
gain.
Tax on income other than
26
long-term capital gain .
.
.
26
Trust’s share of net short-term
27
gain
.
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27
28
Trust’s
share
of
taxable
income
less
section
1202
deduction .
.
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.
28
29
Enter percent. Divide line 27
by line 28, but do not enter
more than 100%
.
.
.
.
%
%
%
%
%
29
Multiply
line
26
by
the
30
percentage on line 29 .
.
.
30
31
Tax
on
undistributed
net
income. Subtract line 30 from
line 26.
Enter here and on
page 1, line 9
.
.
.
.
.
31
Part IV
Allocation to Beneficiary
Note: Be sure to complete Form 4970, Tax on Accumulation Distribution of Trusts.
Beneficiary’s name
Identifying number
Beneficiary’s address (number and street including apartment number or P.O. box)
(a)
(b)
(c)
This
This
This
beneficiary’s
beneficiary’s
beneficiary’s
City, state, and ZIP code
share of
share of
share of
line 13
line 14
line 16
32
Throwback year
32
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33
Throwback year
.
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33
34
Throwback year
.
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34
Throwback year
35
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35
36
Throwback year
.
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36
Total. Add lines 32 through 36. Enter here and on the appropriate
37
lines of Form 4970 .
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37
Schedule J (Form 1041) 2013
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