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U.S. Estate & Trust Income Tax

Form 1041 - Available in Windows & Mac Versions

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Regardless of the foregoing, we designed this program specifically for small- to medium-sized law offices, as well as savvy individuals, that prepare simple returns for typical estates and trusts. In many instances our users tell us they don't need or want the complexity and added cost of high-price Form 1041 software. For most commonly-filed returns, our U.S. Income Tax for Estates & Trusts (W1041) program fits the bill perfectly for them!

The reality for most law offices is that complicated returns are typically referred to accountants anyway, so why spend more for a program that's designed to handle those types of returns?

The Tax Code requires a fiduciary income tax return to be filed by nearly every estate or trust with a federal identification number. Specifically, the regulations provide as follows:

"The fiduciary (or one of the joint fiduciaries) must file Form 1041 for a domestic estate that has gross income for the tax year of $600 or more."

So, even if you're not handling million dollar estates, it's hard to find one that doesn't meet the filing criteria described above. At a price of $49.99, W1041 pays for itself as soon as you do your first return.

Comprehensive List of Included Forms, Schedules & Worksheets

Forms & Schedules:

  • Form 1041 U.S. Income Tax for Estates & Trusts
  • Schedule A Charitable Deduction
  • Schedule B Income Distribution Deduction
  • Schedule D Capital Gains and Losses
  • Schedule G Tax Computation
  • Schedule I Alternate Minimum Tax
  • Schedule J Accumulation Distribution for Complex Trust
  • Schedule K-1 Beneficiary's Share (multiple copies)
  • Form 1041-A U.S. Information Return—Trust Accumulation of Charitable Amounts
  • Form 1041-ES Estimated Tax Vouchers
  • Form 1041-QFT Income Tax Return for Qualified Funeral Trusts
  • Form 1041-T Allocation of Estimated Tax Payments
  • Form 8949 - Sales and Other Dispositions of Capital Assets


  • Form 1041-ES Estimated Tax
  • Schedule D Unrecaptured Section 1250 Gain
  • Schedule D Tax Worksheet
  • Schedule D Qualified 5-Year Gain
  • Schedule D Capital Loss Carryover
  • Schedule D 28% Rate Gain

Continuation Schedules:

  • Form 1041 Line 1 Interest Income
  • Form 1041 Line 2a Dividend Income
  • Form 1041 Line 15a—Other Deductions Not Subject to 2%
  • Form 1041 Line 15b—Other Deductions Subject to 2%
  • Form 8949 Short-Term Sales & Other Dispositions ...
  • Form 8949 Long-Term Sales & Other Dispositions ...


  • Complete published IRS Instructions for Form 1041 &
    associated Schedules
  • Complete IRS Publication 950—Introduction to Estate & Gift Taxes

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