Schedule I (Form 1041) - Alternative Minimum Tax-Estates And Trusts - 2015
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3Alternative Minimum Tax—Estates and Trusts
SCHEDULE I
OMB No. 1545-0092
(Form 1041)
2015
Attach to Form 1041.
▶
Department of the Treasury
Information about Schedule I (Form 1041) and its separate instructions is at
▶
Internal Revenue Service
Name of estate or trust
Employer identification number
Part I
Estate’s or Trust’s Share of Alternative Minimum Taxable Income
1
Adjusted total income or (loss) (from Form 1041, line 17)
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1
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2
Interest
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Taxes .
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3
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Miscellaneous itemized deductions (from Form 1041, line 15c)
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4
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Refund of taxes .
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6
Depletion (difference between regular tax and AMT) .
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6
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Net operating loss deduction. Enter as a positive amount .
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7
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8
Interest from specified private activity bonds exempt from the regular tax .
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9
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Qualified small business stock (see instructions) .
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10
Exercise of incentive stock options (excess of AMT income over regular tax income) .
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10
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Other estates and trusts (amount from Schedule K-1 (Form 1041), box 12, code A)
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11
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Electing large partnerships (amount from Schedule K-1 (Form 1065-B), box 6) .
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13
Disposition of property (difference between AMT and regular tax gain or loss)
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13
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Depreciation on assets placed in service after 1986 (difference between regular tax and AMT) .
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15
Passive activities (difference between AMT and regular tax income or loss) .
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16
Loss limitations (difference between AMT and regular tax income or loss) .
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16
17
Circulation costs (difference between regular tax and AMT)
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17
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Long-term contracts (difference between AMT and regular tax income)
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19
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Mining costs (difference between regular tax and AMT) .
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20
Research and experimental costs (difference between regular tax and AMT) .
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20
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21
Income from certain installment sales before January 1, 1987
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22
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Intangible drilling costs preference
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23
Other adjustments, including income-based related adjustments
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23
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24
Alternative tax net operating loss deduction (See the instructions for the limitation that applies.)
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25
25
Adjusted alternative minimum taxable income. Combine lines 1 through 24 .
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Note: Complete Part II below before going to line 26.
26
Income distribution deduction from Part II, line 44
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26
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27
Estate tax deduction (from Form 1041, line 19)
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28
28
Add lines 26 and 27
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29
Estate’s or trust’s share of alternative minimum taxable income. Subtract line 28 from line 25 .
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29
If line 29 is:
• $23,800 or less, stop here and enter -0- on Form 1041, Schedule G, line 1c. The estate or
trust is not liable for the alternative minimum tax.
• Over $23,800, but less than $174,650, go to line 45.
• $174,650 or more, enter the amount from line 29 on line 51 and go to line 52.
Part II
Income Distribution Deduction on a Minimum Tax Basis
30
Adjusted alternative minimum taxable income (see instructions) .
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30
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Adjusted tax-exempt interest (other than amounts included on line 8) .
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32
Total net gain from Schedule D (Form 1041), line 19, column (1). If a loss, enter -0-
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32
33
Capital gains for the tax year allocated to corpus and paid or permanently set aside for charitable
purposes (from Form 1041, Schedule A, line 4)
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33
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Capital gains paid or permanently set aside for charitable purposes from gross income (see
instructions) .
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34
35 (
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35
Capital gains computed on a minimum tax basis included on line 25
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36
36
Capital losses computed on a minimum tax basis included on line 25. Enter as a positive amount
37
Distributable net alternative minimum taxable income (DNAMTI). Combine lines 30 through 36.
If zero or less, enter -0- .
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37
38
38
Income required to be distributed currently (from Form 1041, Schedule B, line 9)
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39
Other amounts paid, credited, or otherwise required to be distributed (from Form 1041, Schedule B, line 10)
39
40
Total distributions. Add lines 38 and 39 .
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40
41
41
Tax-exempt income included on line 40 (other than amounts included on line 8)
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42
42
Tentative income distribution deduction on a minimum tax basis. Subtract line 41 from line 40 .
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For Paperwork Reduction Act Notice, see the Instructions for Form 1041.
Schedule I (Form 1041) (2015)
Cat. No. 51517Q
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