Form 1041-A - U.s. Information Return Trust Accumulation Of Charitable Amounts Page 4
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Form 1041-A (Rev. 2-2012)
Page
Line 28. Notes and loans receivable.
Line 35. Investments—other. Enter the
If you have questions about whether a
Enter the combined total of notes
amount of all other investment holdings
preparer is required to sign the return,
receivable and net loans receivable
not reported on lines 31 through 34.
please contact an IRS office.
(including receivables due from officers,
Attach a schedule describing each of
The person signing the return as the
these investments held at the end of the
directors, trustees, and other disqualified
preparer should complete the requested
persons). In an attached schedule, show
year. List the cost, or other basis, and
preparer information and:
the following information (preferably in
the end-of-year book value.
• Sign it in the space provided for the
columnar format):
Line 36. Land, buildings, and
preparer’s signature. (A facsimile
equipment. Attach a schedule of all
• Borrower’s name and title,
signature is acceptable.)
land, buildings, and equipment that are
• Original amount,
• Give the trustee a copy of the return in
not held for investment purposes, such
• Balance due,
addition to the copy to be filed with the
as the trust’s offices. List the cost or
• Date of note,
IRS.
other basis of these assets, accumulated
• Maturity date,
depreciation, and end-of-year book
value.
• Repayment terms,
Paperwork Reduction Act Notice. We
ask for the information on this form to
• Interest rate,
Line 37. Other assets. Enter the book
carry out the Internal Revenue laws of
value of any trust assets that have not
• Security provided by the borrower,
the United States. You are required to
been reported on lines 25 through 36. If
• Purpose of the loan, and
give us the information. We need it to
more space is needed, attach a separate
• Description and fair market value of
ensure that you are complying with
schedule with a description of the asset,
the consideration furnished by the
these laws and to allow us to figure and
date acquired, and end-of-year book
lender.
collect the right amount of tax.
value.
Line 29. Inventories for sale or use.
You are not required to provide the
Liabilities
Enter the amount of materials, goods,
information requested on a form that is
and supplies purchased or manufactured
Line 39. Accounts payable and
subject to the Paperwork Reduction Act
by the trust and held for sale or use in
accrued expenses. Enter the total
unless the form displays a valid OMB
some future period.
accounts payable to suppliers and
control number. Books or records
others, and accrued expenses such as
relating to a form or its instructions must
Line 30. Prepaid expenses and
salaries payable, accrued payroll taxes,
be retained as long as their contents
deferred charges. Enter the amount of
and interest payable.
may become material in the
short-term and long-term prepayments
administration of any Internal Revenue
of future expenses attributable to one or
Line 40. Mortgages and other notes
law. Generally, tax returns and return
more future accounting periods.
payable. Attach a schedule showing, as
information are confidential, as required
Examples include prepayments of rent,
of the end of the year, the total amount
by Code section 6103.
insurance, and pension costs.
of all mortgages payable, and for each
nonmortgage note payable, the lender’s
The time needed to complete and file
Lines 31, 32, and 33. Investments—
this form will vary depending on
name and the other information specified
government obligations, corporate
in the line 28 instructions.
individual circumstances. The estimated
stocks, and corporate bonds. Enter the
average time is:
book value (which may be market value)
Line 41. Other liabilities. Enter the book
of these investments. Attach a schedule
Recordkeeping .
.
.
value of any trust liabilities that have not
24 hr., 52 min.
that lists each security held at the end of
been reported on lines 39 or 40. If more
Learning about the
the year and shows whether the security
space is needed, attach a separate
law or the form .
.
.
. 2 hr., 37 min.
is listed at cost (including the value
schedule with a description of the
Preparing the form
.
. 7 hr., 48 min.
recorded at the time of receipt in the
liability and amount.
Copying, assembling,
case of donated securities) or
Signature
and sending the
end-of-year market value. Do not include
form to the IRS .
.
.
. 1 hr., 20 min.
amounts on line 26. Government
Form 1041-A must be signed by the
obligations reported on line 31 are those
trustee or by an authorized
If you have comments concerning the
that mature in 1 year or more. Debt
representative.
accuracy of these time estimates or
securities of the U.S. government may
suggestions for making this form
If you, as trustee (or an employee or
be reported as a single total rather than
simpler, we would be happy to hear
officer of the trust), fill in Form 1041-A,
itemized. Obligations of state and
from you. You can write to the Tax
the Paid Preparer space should be left
municipal governments may also be
Products Coordinating Committee,
blank. If someone prepares this return
reported as a lump-sum total. Do not
SE:W:CAR:MP:T:M:S, IR-6526, 1111
without charge, that person should not
combine U.S. government obligations
Constitution Ave. NW, Washington, DC
sign the return.
with state and municipal obligations on
20224. Do not send the tax form to this
the attached schedule.
Generally, anyone who is paid to
address. Instead, see Where To File
prepare a tax return must sign the return
earlier.
Line 34. Investments—land, buildings,
and fill in the other blanks in the Paid
and equipment. Attach a schedule of all
Preparer Use Only area of the return.
land, buildings, and equipment that are
held for investment purposes, such as
rental properties. List the cost or other
basis of these assets, accumulated
depreciation, and end-of-year book
value.
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