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Form 1041 Series - Estate and Trust Tax Returns (Fiduciary)

The 1041 federal package prepares over 75 forms, schedules, and worksheets. Like the 1040 package, data entry is intuitive with quick calculation and print times.

You can prepare any of the 9 types of 1041 entities: Decedent's Estate, Simple Trust, Complex Trust, Qualified Disability Trust, ESBT, Grantor Type Trust, Bankruptcy Estate-Chapter 7, Bankruptcy Estate-Chapter 11, Pooled Income Fund.

See what our 1041 package has to offer!

A client instruction letter (filing instructions) can be prepared for the estate, for every beneficiary, or for both.

All states that require a return for an estate income tax are included (46 states). The 1041 package includes electronic filing.

Massachusetts can now be e-filed.