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 5884-B |
New Hire Retention 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 8938 | Statement of Specified Foreign Financial Assets |
| Form 8941 |
Credit for Small Employer Health Insurance Premiums |
|
Profit or Loss From Business |
|
| Schedule C-EZ (Form 1040) |
Net Profit 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 |
