Fillable Form It-41 - Fiduciary Income Tax Return (Page 9 of 9) in pdf

3. If this is a trust return, enter the date the

If you are claiming credit for Indiana taxes withheld,

entity was created.

you must include a withholding statement (W-2,

Enter the Date Entity Created from the federal

1099-R, or WH-18) so the department can verify that

1041 form. If this is not a trust return, leave

payments have been made for the trust or estate in an

the box blank.

actual Indiana withholding account.

4. Was a final individual return filed for

decedent?

Mailing Addresses

Indicate “Yes” or “No” by checking the box.

5. If this is a grantor trust return, enter the

• Returns with Payment

grantor’s Social Security number.

Indiana Department of Revenue

Enter the grantor’s Social Security number. If

Fiduciary Section

this is not a grantor type trust return, leave the

PO Box 6192

box blank.

Indianapolis, IN 46206-6192

Signature

• All Other Returns or Correspondence

The IT-41 must be signed by the fiduciary (trustee,

Indiana Department of Revenue

executor, personal representative, etc.) to be

Fiduciary Section

considered a valid return.

PO Box 6079

Indianapolis, IN 46206-6079

Preparer Information

• If you need an actual street location address,

The preparer information section in the signature area

you may use:

is for the paid preparer’s information. The preparer’s

identification number is the preparer’s taxpayer

Indiana Department of Revenue

identification number (PTIN). If there is no paid

Fiduciary Section

preparer, leave this section blank.

100 North Senate Avenue

Indianapolis, IN 46204-2253

Enclosures

It is very important that you provide supporting

If you need additional information, you may always

documentation for income, deductions, and credits

claimed on the IT-41. Failure to do so can result in

• On the Internet at

longer processing time for your return. If you are

• By email at

webmaster@dor.IN.gov

claiming a refund, please include a complete copy

• By telephone at (317) 232-2067 Monday

of the federal 1041 form. If you are not claiming a

through Friday from 8:00 a.m. to 4:30 p.m.

refund, you may include (at least) the first two pages

• By fax at (317) 615-2697, available 24 hours a

of the federal 1041 form along with any pertinent

day, 7 days a week

schedules, such as the federal Schedule K-1 or

• By mail at: Indiana Department of Revenue,

verification for deductions or credits claimed on the

Fiduciary Section, PO Box 6079, Indianapolis,

Indiana return.

IN 46206-6079

• In person at any of our district offices. Our

Indiana does not have its own Indiana IT-41

offices are open Monday through Friday from

Schedule K-1 (although some software generates a

8:00 a.m. to 4:30 p.m. To find the district

working schedule). If there are beneficiaries, please

office nearest you, go to

provide a copy of the federal 1041 Schedule K-1s so

/3390.htm

the department can verify income, deductions, and

credits.

To find more information on the IT-41 and get

answers to frequently asked questions, go to

Form It-41 - Fiduciary Income Tax Return Page 9

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