Recommended by IRS

About Form 1041, U.S. Income Tax Return for Estates and Trusts

Information about Form 1041, U.S. Income Tax Return for Estates and Trusts, including recent updates, related forms and instructions on how to file.

Form 1041 PDF
PDF version of Form 1041.
Instructions for Form 1041 PDF
Instructions explaining how to file Form 1041.

1041 TY2022v4.0 release memo

Release memo for Form 1041 TY 2022v4.0 posting of schemas and business rules
Software Development
Software Developers

1041 TY2022v3.0 release memo

We are providing tax year 2022 Extensible Markup Language (XML) schemas and business rules for the following forms that include new tax year form(s) and tax law changes.
Software Development
Software Developers

1041 TY2023v1.0 release memo

We are providing tax year 2023 Extensible Markup?Language (XML) schemas and business rules for the following forms that include new tax year form(s) and tax law changes.
Software Development
Software Developers

1041 TY2023v2.0 release memo

We are providing tax year 2023 Extensible Markup?Language (XML) schemas and business rules for the following forms that include new tax year form(s) and tax law changes.
Software Development
Software Developers

1041 TY2023v6.0 release memo

Release Memo for Form 1041 TY2023v6.0
Software Development
Software Developers

1041 TY2023v7.0 release memo

Release memo for Form 1041 TY2023v7.0
Software Development
Software Developers

1041 TY2023v4.0 release memo

Release memo for Form 1041 TY2023v4.0 established to keep software developers abreast of all the current schemas and business rules.
Software Development
Software Developers

1041 TY2023v5.0 release memo

Release Memo for 1041 TY2023v5.0.
Software Development
Software Developers

Tax year 2023 1041 Modernized e-File (MeF) providers

Listing of Approved IRS Modernized e-File (MeF) Providers that have passed the IRS Assurance Testing System (ATS) requirements for Software Developers of electronic Form 1041 Excise Tax Returns for Tax Year 2023.
Software Development
Software Developers

Tax year 2022 1041 Modernized e-File (MeF) providers

This page provides a listing of Approved IRS Modernized e-File (MeF) Providers that have passed the IRS Assurance Testing System (ATS) requirements for Software Developers of electronic Form 1041 for Tax Year 2022.
Software Development
Software Developers