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Federal forms, ICRs, and supporting documents

OMB control number

Allocation of Estimated Tax Payments to Beneficiaries (Form 1041-T)

OMB 1545-1020 · TREAS/IRS.

OMB 1545-1020

This form was developed to allow a trustee of a trust or an executor of an estate to make an election under IRC section 643(g) to allocate any payment of estimated tax to a beneficiary(ies). This form serves as a transmittal so that Service Center personnel can determine the correct amounts that are to be transferred from the fiduciary's account to the individual's account.

The latest form for Allocation of Estimated Tax Payments to Beneficiaries (Form 1041-T) expires 2022-07-31 and is listed under ICR 201902-1545-016.

Latest Forms, Documents, and Supporting Material

Latest forms, documents, and information collections
DocumentType
Form 1041-T Form 1041-T -- Allocation of Estimated Tax Payments to BeneficiariesForm and Instruction
Supporting Statement_1545-1020_MS4.docxSupporting Statement A
Form 1041-T -- Allocation of Estimated Tax Payments to Beneficiaries Form and Instruction

All Historical Document Collections

Historical document collections
ReferenceFilingReceivedConcludedAction
202205-1545-014 Revision of a currently approved collection 2022-07-29 Approved without change
201902-1545-016 Extension without change of a currently approved collection 2019-05-31 Approved without change
201512-1545-006 Extension without change of a currently approved collection 2016-01-29 Approved without change
201211-1545-050 Extension without change of a currently approved collection 2012-12-17 Approved without change
200910-1545-015 Extension without change of a currently approved collection 2009-10-26 Approved without change
200608-1545-027 Extension without change of a currently approved collection 2006-08-18 Approved without change
200306-1545-031 Revision of a currently approved collection 2003-06-30 Approved without change
200007-1545-021 Extension without change of a currently approved collection 2000-07-17 Approved without change
199804-1545-019 Extension without change of a currently approved collection 1998-04-29 Approved without change
199505-1545-005 Extension without change of a currently approved collection 1995-05-08 Approved without change
199205-1545-006 Revision of a currently approved collection 1992-05-08 Approved without change
199110-1545-025 No material or nonsubstantive change to a currently approved collection 1991-10-09 Approved with change
198909-1545-006 Revision of a currently approved collection 1989-09-01 Approved without change
198808-1545-053 No material or nonsubstantive change to a currently approved collection 1988-08-23 Approved with change
198807-1545-028 No material or nonsubstantive change to a currently approved collection 1988-07-20 Approved with change
198708-1545-040 New collection (Request for a new OMB Control Number) 1987-08-20 Approved without change