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Schedule D-1 (1041 Form) 2022-2023 UT: What You Should Know

Form 8865.1: Summary of Schedule K (Schedule K-1). The form is the. 2023 Filing Deadline for Tax Return This includes the estate and trust, but not the individual who is the beneficiary on the form. See IRM 25.5.8.6.4.9, Reporting Estates and Trusts and Executors and Beneficiaries, for more information. 2024 Estimated Income Due to Individual Executors and Beneficiaries This is based on the Form 1040A as amended. See IRM 25.5.8.4.5.4, Estates and Trusts and Executors and Beneficiaries Return Estimated Income Due. C = Total estate (plus transfer to survivors), E = Total trust, T = Total estate. C + E + T + L = Estimated income for individual executors and beneficiaries. 2025 Non-Exempt Estates and Trusts E and T do not need to be reported. 2026 Report all income, deductions, or credits. If an executor makes a gift of more than 50,000 to a beneficiary of the estate, Form 709 must be filed. See IRM 19.4.7.6.7, Trust Expenses. If gift-splitting or death-in-marriage occurs between the death of the decedent and the filing of Form 709, see IRM 21.18.5.1, Gift-Splitting. 2032 Trusts (Fiduciary Status) 2033 Deceased Executor Trusts D is zero. E must equal zero, unless a donor is treated as both executor and beneficiary in a decedent's will. E must also equal zero if the donated gift is to a child, grandchild, or grandparent of the deceased. D, (zero), E (zero), and T (zero) are all zero on this form. 2034 Non-Exempt Estates and Trusts E and T do not need to be reported. 2037 Charitable Estate or Trust (Income Tax) D (zero): A charitable corporation and its subsidiaries, or a state agency or political subdivision is an estate under IRC sections 1, 9, or 19. D is equal to zero regardless of the taxable amount the corporation receives in the sale of the corpus.

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