Arizona Form 141az - Arizona Fiduciary Income Tax Return

Arizona Form 141AZ

Enter any refunds received from your original filing.

Worksheet

for

Calculating

the

2011

Clean

Elections Fund Tax Credit

Line 30 - Balance of Payments

Enter the amount the trust or estate

Subtract Line 29 from Line 28.

donated directly to the fund during

Line 31 - Voluntary Gift to the Citizens Clean

2011.

.00

Elections Fund

Enter the amount the trust or estate

donated to the fund with its 2010 tax

NOTE: If the estate or trust makes a gift, the trust or estate

return.

.00

cannot change the amount of that gift later on an amended

Add line 1 and line 2. Enter the total.

.00

return.

Enter the amount from Form 141AZ,

The estate or trust may give some or all of its refund to the

line 21.

.00

Citizens Clean Elections Fund. The estate or trust may also

Multiply line 4 by 20% (.20).

.00

send in additional money with its return. If the estate or trust

Enter $670.

$670.00

sends in additional money with its return, include that

amount on line 32. Enter the amount donated on line 31.

Enter the larger of line 5 or line 6.

.00

If the estate or trust donates to the fund with its 2011 return

Enter the smaller of line 3, line 4, or

filed in 2012, the estate or trust may claim a credit for that

line 7 here and on Form 141AZ, line

donation on its 2012 return.

22.

.00

The Citizens Clean Elections Fund provides funding to each

participating candidate who qualifies for campaign funding.

Payments

Overpayment or Balance Due

Line 24 - Arizona Estimated Tax Payments

If you made any estimated tax payments to the State of

Line 32 - Balance Due

Arizona for 2011, enter that amount.

Subtract line 30 from line 23. If making a donation on line 31,

Line 25 - Payment With Extension

also add that amount to the amount entered on line 32. This is the

amount the estate or trust owes. Make the check payable to the

Enter the amount of payment made with an extension

Arizona Department of Revenue. Be sure to write the estate’s or

request (Form 141AZ EXT).

trust’s EIN on the front of the check. Attach the check to the

Line 26 - Arizona Income Tax Withheld

front of the return in the upper left hand corner where indicated

Line 33 - Refund Due

Use line 26 to claim a credit for any Arizona income tax

withheld (and not repaid) by:

Subtract lines 23 and 31 from line 30. This is the amount

the State of Arizona owes the estate or trust.

(a) an employer on wages and salaries of a decedent

Line 34 - Amount of Line 33 to be Applied to the

received by the decedent’s estate;

2012 Estimated Tax

(b) a payer of certain gambling winnings (e.g., state lottery

If the estate or trust wants all or part of the refund applied to

winnings); or

next year's Arizona estimated taxes, enter that amount.

retirement, or profit-sharing plans received by a

Declaration

decedent’s estate or trust.

The individual or authorized officer of the organization

Attach a copy of Form W-2, or Form W-2G, or Form 1099-

receiving or having custody, control, or management of the

R to the back of the return.

income of the estate or trust must sign the declaration. If

Line 27 - Payment With Original Return (if

two or more individuals act jointly as fiduciaries, any one of

amending)

them may sign the declaration.

Enter the payment sent with the original Form 141AZ return.

Filing Reminder to Fiduciary Filers

Also, include any additional tax payments made after the

return was filed.

Be sure to use the correct year's form to file the return. Also,

be sure to clearly mark the period covered by the return.

Line 28 - Total Payments

Enter the correct EIN on the return.

Add lines 24 through 27. Enter the total.

If the estate or trust is ready to file but has not yet

Also, do the following if the estate or trust computed the

received an EIN, it may file the return. Let us know

2011 tax under Arizona's claim of right provisions.

what the number is as soon as it is received. Mail the

Write "A.R.S. 43-1029" and the amount of the prior

correspondence to:

year tax reduction in the space to the left of the total

Taxpayer Assistance

payment amount.

Arizona Department of Revenue

Include the credit for the prior year tax reduction in the

PO Box 29086

total entered on line 28.

Phoenix, AZ 85038-9086

Attach a schedule explaining the amounts repaid and the

Write the estate’s or trust’s EIN on the front of all checks

computation of the tax reduction for the prior year(s).

and correspondence.

For more information on Arizona's claim of right provisions,

Do not attach correspondence to the back of the returns.

see Individual Income Tax Procedure ITP 95-1.

Mail all correspondence separate from returns to:

Line 29 - Refund From Original Return (if amending)

Arizona Form 141az - Arizona Fiduciary Income Tax Return - 2011 Page 10

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