Form 41 - Oregon Fiduciary Income Tax Return - 2003 printable pdf download

For office use only

OREGON

2003

Form

Date Received

FIDUCIARY INCOME

Payment

TAX RETURN

•

Penalty Date

(101, 102)

or Fiscal Year

Day

Year

Day

Year

•

Beginning:

Ending:

Name of Estate (first name, middle initial, last name) or Trust— PRINT PLAINLY OR TYPE

•

Name of Fiduciary (first name, last name)

Business Identification Number

•

Street Address or P.O. Box

Federal Employer Identification Number

City

State

ZIP Code

Check if new

An extension is attached

name or address

Form 24 is attached

•

A. This return is for:

An Estate: date of death

A Bankruptcy Estate

A Funeral Trust

A Trust

(101)

(102)

B. This is:

An Amended Return

A First Return

A Final Return

A Trust Filing as an Estate

C. This return is for:

An Oregon Resident

A Nonresident

A Part-Year Trust (use Schedule P to compute the tax)

990-T

Other: Specify

D. If exempt organization, check federal form filed:

ATTACH A COPY OF FEDERAL FORM 1041, K-1s, AND APPLICABLE SCHEDULES

(Round all amounts to the nearest whole dollar)

Beneficiary

Fiduciary

1. Revised distributable net income from Form 41, page 2, line 27 .... 1

2. Distribution deduction from federal Form 1041, Schedule B,

line 15, plus Form 41, page 2, line 29 ............................................................................... 2

a. Tax-exempt income deducted in computing distribution

deduction from federal Form 1041, Schedule B, line 12 ........ 2a

b. Add lines 2 and 2a ..................................................................... 2b

3. Percentage

Line 2b $

Line 1

4. Revised taxable income of fiduciary from Form 41, page 2, line 30 .................................................................... 4

5. Fiduciary adjustment from Form 41, page 2, line 42

Indicate whether to be

added or

subtracted ........................ 5

a. Beneficiary’s share (line 5 × % on line 3—see instructions) ......................................... 5a

b. Fiduciary’s share (line 5 minus line 5a) ........................................................................................................... 5b

6. Income to be reported by beneficiaries (Form 1041, K-1

attached—see line 6 instructions) Line 2 plus line 5a ...................................................... 6

7. Oregon taxable income of fiduciary (total or net of lines 4 and 5b) ....................................................................... 7

8. Tax using rate schedule on page 2, or from Schedule P, line 11 ..................................................................... 8

9. NLTCG from column B, line 25: 9a

× 0.05 ........................................................................... 9b

10. Total tax (add lines 8 and 9b) ............................................................................................................................... 10

11. Tax credits (no prepayments, see instructions). Identify ___________________________________ ......... 11

•

12. Balance of tax (line 10 minus line 11) ................................................................................................................

•

13. Oregon income tax withheld

...

(attach form W-2 or 1099 to front of return)

14. Prepayments and claim of right credit (see instructions) ................ 14

15. Total payments (line 13 plus line 14) ................................................................................................................... 15

16. Tax due. Is line 12 more than line 15? If so, line 12 minus line 15 ....................................................... Tax Due 16

17. Overpayment. Is line 15 more than line 12? If so, line 15 minus line 12 .................................... Overpayment 17

18. Penalty for filing or paying late (see instructions) ................................................................................................ 18

19. Interest due with this return (see instructions) ..................................................................................................... 19

20. Total Due (line 16 plus lines 18 and 19) ............................................................................................. Total Due 20

21. Refund (line 17 minus lines 18 and 19) ................................................................................................. Refund 21

150-101-041 (Rev. 12-03)

Mail this return on or before the 15th day of the fourth month after the end of the taxable year.

Mail to: Oregon Department of Revenue

PO Box 14110

Salem OR 97309-0910