Form Est-I - Underpayment Of Estimated Tax By Individuals, Estates And Trusts - 2014
Download a blank fillable Form Est-I - Underpayment Of Estimated Tax By Individuals, Estates And Trusts - 2014 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 Est-I - Underpayment Of Estimated Tax By Individuals, Estates And Trusts - 2014 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
4
5
6
71
1
2
1 2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
84
85
3
3
4
4
MONTANA
Clear Form
est-I
5
5
Rev 06 14
6
6
7
7
2014 Underpayment of Estimated Tax
8
8
by Individuals, Estates and Trusts
9
9
15-30-2512, MCA
10
10
11
11
First Name and Initial
Last Name
social security Number
12
12
13
13
110
-
-
X X X X X X X X X
100
14
14
15
15
spouse's First Name and Initial
Last Name
spouse's social security Number
16
16
17
17
120
130
-
-
18
18
19
19
Name of estate or trust
FeIN
20
20
140
21
21
150
-
X X X X X X X X X
22
22
23
23
Part I. Required Annual Payment. All filers must complete this part.
24
24
1. enter your 2014 combined tax liability reported on Form 2, line 54; Form 2M, line 47; Form 2eZ, line 15;
25
25
160
or Form FID-3, line 36 ..............................................................................................................................................1.
26
26
27
2. Multiply line 1 by 90% (0.90) ......................................................................................................... 2.
27
170
28
28
3a. Enter your 2014 withholding amount here. Please include income tax withheld, mineral royalty tax
29
29
withheld and pass through entity withholding, if any. (Form 2, lines 55-57; Form 2M, line 48; Form
180
30
30
2EZ, line 16; or Form FID-3, lines 37-39) ...........................................................................................3a.
31
31
3b. Enter your 2014 refundable credits here (Form 2, line 60; Form 2M, line 51; or Form FID-3,
32
32
190
line 42) ......................................................................................................................................... 3b.
33
33
200
3c. Enter your amount credited from your 2013 overpayment here ...................................................3c.
34
34
(If you are "married filing separately on the same form," enter the sum of columns A and B for any item above.)
35
35
210
3. Add lines 3a through 3c and enter the result here....................................................................................................3.
36
36
37
4. Subtract line 3 from line 1. If your result is less than $500, stop here. You do not owe interest on your
37
38
38
underpayment...........................................................................................................................................................4.
220
39
39
5. Enter the 2013 combined total tax liability reported on Form 2, line 54; Form 2M, line 47; Form 2EZ, line 15;
230
40
or Form FID-3, line 36 ..............................................................................................................................................5.
40
41
41
6. Required Annual Payment. Enter the smaller of line 2 or line 5. If line 3 is equal to or more than line 6,
240
42
42
stop here. No interest for underpayment of estimates is due ...................................................................................6.
43
43
Part II. Short Method. Use this method if you did not make estimated tax payments or if you made estimated tax
44
44
payments on the due dates and in four equal amounts. Otherwise, use the regular method (Part III).
45
45
250
7. Enter the amount, if any, from line 3 above ................................................................................... 7.
46
46
8. Enter the total amount, if any, of estimated tax payments made, not including amounts credited
47
47
from prior years ..................................................................................................................................8.
260
48
48
270
9. Add lines 7 and 8 ......................................................................................................................................................9.
49
49
280
50
10. Subtract line 9 from line 6. This is your total underpayment for 2014. If the result is zero or less, stop here.
50
You do not owe interest on your underpayment of estimated tax ...........................................................................10.
51
51
52
52
11. Multiply line 10 by 0.05320 and enter the result ..................................................................................................... 11.
290
53
53
12. If the amount on line 10 was paid on or after April 15, 2015, enter zero. If the amount on line 10 was paid before
300
54
54
April 15, 2015, multiply amount on line 10 by number of days paid before April 15, 2015 x 0.0002192 ................12.
55
55
13. Subtract line 12 from line 11 and enter the result here and on Form 2, line 66; Form 2M, line 57; Form 2EZ, line
310
56
56
17; or Form FID-3, line 46. This is your interest on the underpayment of estimated taxes. ...........................13.
57
57
58
58
59
59
60
60
61
61
62
62
63
63
64
64
65
1
2
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84 85
66
66
ADVERTISEMENT
0 votes
Related Articles
Related forms
Related Categories
Parent category: Financial