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Forms, Schedules and Statement Records Accepted Electronically - 1041 e-file

 

 

Forms in the table are accepted electronically

Title

Description

Form 1041

U.S. Income Tax Return for Estates and Trusts

Form 1116

Foreign Tax Credit

Form 2210

Underpayment of Estimated Tax by Individuals, Estates and Trusts

Form 2210-F

Underpayment of Estimated Tax by Farmers and Fishermen

Form 2439

Notice to Shareholder of Undistributed Long-Term Capital Gains

Form 3468

Investment Credit

Form 3800

General Business Credit

Form 4136

Credit for Federal Tax Paid on Fuels

Form 4255

Recapture of Investment Credit

Form 4562

Depreciation and Amortization

Form 4684

Casualties and Thefts

Form 4797

Sale of Business Property

Form 4952

Investment Interest Expense Deduction

Form 4970

Tax on Accumulation Distribution of Trusts

Form 4972

Tax on Lump-Sum Distributions

Form 5884

Work Opportunity Credit

Form 6198

At-Risk Limitations

Form 6252

Installment Sale Income

Form 6478

Credit for Alcohol Used as a Fuel

Form 6765

Credit for Increasing Research Activities

Form 6781

Gains and Losses From Section 1256 Contracts and Straddles

Form 8082

Notice of Inconsistent Treatment or Administrative Adjustment Request

Form 8275

Disclosure Statement

Form 8275-R

Regulation Disclosure Statement

Form 8582

Passive Activity Loss Limitations

Form 8582

(Worksheets)

Form 8582-CR

Passive Activity Credit Limitations

Form 8586

Low-Income Housing Credit

Form 8609A

Annual Statement for Low-Income Housing Credit

Form 8801

Credit for Prior Year Minimum Tax - Individuals, Estates and Trusts

Form 8820

Orphan Drug Credit

Form 8824

Like-Kind Exchanges

Form 8829

Expenses for Business Use of Your Home

Form 8864

Bio-Diesel and Renewable Diesel Fuels Credit

Form 8874

New Markets Credit

Form 8881

Credit for Small Employer Pension Plan Startup Costs

Form 8882

Credit for Employer-Provided Childcare Facilities and Services

Form 8886

Reportable Transaction Disclosure Statement

Form 8896

Low Sulfur Diesel Fuel Production Credit

Form 8941

Credit for Small Employer Health Insurance Premiums

Schedule C (Form 1040)

Profit or Loss From Business

Schedule D (Form 1041)

Capital Gains and Losses

Schedule E (Form1040)

Supplemental Income and Loss

Schedule F (Form 1040)

Profit or Loss from Farming

Schedule H (Form 1040)

Household Employment Taxes

Schedule I

Alternative Minimum Tax - Estates and Trusts

Schedule J (Form 1041)

Accumulation Distribution for Certain Complex Trusts

Schedule K-1

Beneficiary Share of Income, Deductions, Credits, etc.

Statement (“STMnnn”)

Statement Records for forms and/or schedules other than Schedule K-1 (Form 1041), in ascending numeric order.
 

Schedule K-1 (Form 1041) Statements (STM099)

If applicable, must be transmitted in ascending numeric sequence and immediately follow the Schedule K-1 Record to which they correspond.
 

Preparer Note Explanation Record

If applicable, must be transmitted following the Statement Record of the Form 1041
 

Election Explanation Record

If applicable, must be transmitted following the Preparer Note Explanation Record
 

Regulatory Explanation Record

If applicable, must be transmitted following the Election Explanation Record or Preparer Note Explanation Record

Summary Record or Schedule K-1 Summary Record

The final record for each Form 1041 tax return. This record will contain filer identification data, counts of the forms, schedules and statements included with one return



 

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Page Last Reviewed or Updated: 30-May-2014