Form 1041 - U.s. Income Tax Return For Estates And Trusts - 2015 Page 2
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Form 1041 (2015)
Page
Schedule A
Charitable Deduction. Do not complete for a simple trust or a pooled income fund.
1
Amounts paid or permanently set aside for charitable purposes from gross income (see instructions)
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2
Tax-exempt income allocable to charitable contributions (see instructions)
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2
3
3
Subtract line 2 from line 1
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4
4
Capital gains for the tax year allocated to corpus and paid or permanently set aside for charitable purposes
5
Add lines 3 and 4 .
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5
6
Section 1202 exclusion allocable to capital gains paid or permanently set aside for charitable purposes (see instructions) .
6
7
Charitable deduction. Subtract line 6 from line 5. Enter here and on page 1, line 13 .
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7
Schedule B
Income Distribution Deduction
1
Adjusted total income (see instructions) .
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1
2
2
Adjusted tax-exempt interest
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3
Total net gain from Schedule D (Form 1041), line 19, column (1) (see instructions) .
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3
4
Enter amount from Schedule A, line 4 (minus any allocable section 1202 exclusion)
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4
5
5
Capital gains for the tax year included on Schedule A, line 1 (see instructions) .
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6
6
Enter any gain from page 1, line 4, as a negative number. If page 1, line 4, is a loss, enter the loss as a positive number
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7
Distributable net income. Combine lines 1 through 6. If zero or less, enter -0- .
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7
8
If a complex trust, enter accounting income for the tax year as
determined under the governing instrument and applicable local law
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9
Income required to be distributed currently .
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9
10
Other amounts paid, credited, or otherwise required to be distributed .
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10
11
11
Total distributions. Add lines 9 and 10. If greater than line 8, see instructions
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12
Enter the amount of tax-exempt income included on line 11 .
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12
13
Tentative income distribution deduction. Subtract line 12 from line 11 .
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13
14
14
Tentative income distribution deduction. Subtract line 2 from line 7. If zero or less, enter -0-
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15
Income distribution deduction. Enter the smaller of line 13 or line 14 here and on page 1, line 18
15
Schedule G
Tax Computation (see instructions)
1 Tax: a Tax on taxable income (see instructions) .
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1a
b Tax on lump-sum distributions. Attach Form 4972 .
1b
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c Alternative minimum tax (from Schedule I (Form 1041), line 56)
1c
d Total. Add lines 1a through 1c
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1d
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2a Foreign tax credit. Attach Form 1116 .
2a
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b General business credit. Attach Form 3800 .
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2b
c Credit for prior year minimum tax. Attach Form 8801
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2c
d Bond credits. Attach Form 8912
2d
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e Total credits. Add lines 2a through 2d .
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2e
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3
Subtract line 2e from line 1d. If zero or less, enter -0-
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3
4
Net investment income tax from Form 8960, line 21 .
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5
Recapture taxes. Check if from:
Form 4255
Form 8611 .
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6
Household employment taxes. Attach Schedule H (Form 1040) .
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6
7
Total tax. Add lines 3 through 6. Enter here and on page 1, line 23 .
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7
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Yes No
Other Information
1
Did the estate or trust receive tax-exempt income? If “Yes,” attach a computation of the allocation of expenses.
Enter the amount of tax-exempt interest income and exempt-interest dividends
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Did the estate or trust receive all or any part of the earnings (salary, wages, and other compensation) of any
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individual by reason of a contract assignment or similar arrangement? .
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3
At any time during calendar year 2015, did the estate or trust have an interest in or a signature or other authority
over a bank, securities, or other financial account in a foreign country?
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See the instructions for exceptions and filing requirements for FinCEN Form 114. If “Yes,” enter the name of the
foreign country
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During the tax year, did the estate or trust receive a distribution from, or was it the grantor of, or transferor to, a
foreign trust? If “Yes,” the estate or trust may have to file Form 3520. See instructions
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5
Did the estate or trust receive, or pay, any qualified residence interest on seller-provided financing? If “Yes,” see
the instructions for required attachment .
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6
If this is an estate or a complex trust making the section 663(b) election, check here (see instructions) .
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To make a section 643(e)(3) election, attach Schedule D (Form 1041), and check here (see instructions) .
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If the decedent’s estate has been open for more than 2 years, attach an explanation for the delay in closing the estate, and check here
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Are any present or future trust beneficiaries skip persons? See instructions .
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1041
Form
(2015)
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