Information Collection

U.S. Income Tax Return for Estates and Trusts

IC 39501 under ICR 200704-1545-014 · OMB 1545-0092.

⚠️ Notice: This information collection may be referencing outdated material. More recent filings for OMB 1545-0092 can be found here:

Documents and Forms

Documents and forms in this information collection
Document Name	Document Type
Form 1041 U.S. Income Tax Return for Estates and Trusts	Form
Schedule D, J, & K-1(1041)instru..pdf	Instruction
1041 U.S. Income Tax Return for Estate and Trusts form 1041.pdf	Form
Schedule D (Form 1 Capital Gains and Losses Schedule D.pdf	Form
Schedule J (Form 1 Accumulation Distribution for Certain Complex Trusts Schedule J.pdf	Form
Schedule K-1 (Form Beneficiary's Share of Income, Deductions, Credits, etc. Schedule K-1.pdf	Form

IC Title:

U.S. Income Tax Return for Estates and Trusts

Agency IC Tracking Number:

Is this a Common Form? No

IC Status: Modified

Obligation to Respond: Mandatory

CFR Citation: 26 CFR 6103

Information Collection Instruments:

table that charts list of instruments
Document Type	Form No.	Form Name	Instrument File	Available Electronically?	Can Be Submitted Electronically?	Electronic Capability
Form	1041	U.S. Income Tax Return for Estate and Trusts	form 1041.pdf	Yes	Yes	Fillable Fileable
Form	Schedule D (Form 1041)	Capital Gains and Losses	Schedule D.pdf	Yes	Yes	Fillable Fileable
Form	Schedule J (Form 1041)	Accumulation Distribution for Certain Complex Trusts	Schedule J.pdf	Yes	Yes	Fillable Fileable
Form	Schedule K-1 (Form 1041)	Beneficiary's Share of Income, Deductions, Credits, etc.	Schedule K-1.pdf	Yes	Yes	Fillable Fileable
Instruction			Schedule D, J, & K-1(1041)instru..pdf	Yes	No	Printable Only

Line of Business: General Government

Subfunction: Taxation Management

Privacy Act System of Records

Title:

FR Citation:

Number of Respondents: 3,684,000

Number of Respondents for Small Entity: 0

Affected Public: Private Sector

Private Sector: Businesses or other for-profits

Percentage of Respondents Reporting Electronically: 36 %

table that charts list of burden
	Approved	Previously Approved
Annual Number of Responses for this IC	8,744,000	8,744,000
Annual IC Time Burden (Hours)	414,420,365	414,420,365
Annual IC Cost Burden (Dollars)	0	0

Documents for IC

table that charts IC Documents
Title	Document	Date Uploaded
No associated records found

Blank fields in records indicate information that was not collected or not collected electronically prior to July 2006.