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SOI Tax Stats - Income from Trusts and Estate Form 1041 Revisions

The Trust and Estate Form 1041 Income Tax (TEIT) Return Burden Survey is an important project that can benefit you and other Form 1041 filers. We hear from taxpayers that the Form 1041 reporting requirements are time consuming and expensive. We are conducting a survey of randomly selected trusts and estates to learn more about those costs.

The studies in this section relate to the Federal Transfer tax system (estate and gift taxes) and to trusts, which are an intergral part of many individuals estate plans.

The U.S. Income Tax Return for Estates and Trusts (Form 1041) is used to report the income, deductions, gains, and losses of estates and trusts, as well as distributions to beneficiaries and income tax liability. Entities are classified into types based on their purpose.

SOI Tax Stats - Income from Trusts and Estates Study Metadata

SOI Tax Stats - Income from Trusts and Estates Data Sources and Limitations

SOI Tax Stats - Income from Trusts and Estates Study Terms and Concepts

International Tax Statistics Foreign Trusts

SOI Tax Stats - Estate Tax Projections

SOI Tax Stats - Estate Tax Presentations