Schedule J (Form 1041), Accumulation Distribution for Certain Complex Trusts
Use this schedule to report an accumulation distribution for a domestic complex trust that was:
- Previously treated at any time as a foreign trust (unless an exception is provided in future regulations), or
- created before March 1, 1984, unless that trust would not be aggregated with other trusts under the rules of section 643(f) if that section applied to the trust.
Other Items You May Find Useful:
Form 1041, U.S. Income Tax Return for Estates and Trusts
Comment on Schedule J (Form 1041)
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