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tax.utah.gov forms current tc tc-41

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This document is a Utah fiduciary income tax return form for estates and trusts. It requests information to calculate the estate or trust's taxable income, tax owed or refund amount, and includes sections to report income, deductions, credits, payments, and amounts owed or refunded. The form must be signed by the fiduciary or officer representing the estate or trust to declare that the information provided is true and correct to the best of their knowledge.

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Clear form 2008 Utah Fiduciary Income 41081 Tax Return TC-41 Get forms online - tax.utah.gov If fiscal year, enter Mark quot;Xquot; if you filed _____ ending date (mmyy) federal form 8886 9998 FOR AMENDED RETURN - ENTER CODE (1 - 5) _____ from page 2 of instructions Mark quot;Xquot; if this Full name of the estate or trust FEIN or SSN of estate or trust is a new address: Name of fiduciary _____ _____ Mark quot;Xquot; if this is a SSN Fiduciary's address Mark quot;Xquot; if this is a final return: State Foreign country, if not U. S. City Zip code _____ 2. Enter status code 1. Enter code for type of return 3. Mark quot;Xquot; if this estate or trust has any A= Bankruptcy estate Ch 7 E= Decedent' s estate S= Simple trust R= Resident nonresident _____ _____ _____ B= Bankruptcy estate Ch 11 F= Qualified funeral trust (QFT) T= ESBT beneficiaries N= Nonresident C= Complex trust G= Grantor type trust D= Qualified disability trust H= Charitable trust 4. Federal total income from federal form 1041 line 9 or 1041-QFT line 5 4 PAPER CLIP FORMS W-2 OR TC-675R HERE 5. Additions to income from TC-41A, Part 1. Only include amounts that will be taxed at the trust level (see page 4) 5 6. Total adjusted income (add lines 4 and 5) 6 7. Fiduciary fees for administering trust and deducted on federal return (1041, line 12) 7 8. Income distribution deduction (1041, line 18) (do not include cemetery perpetual care fund fees under IRC 642) 8 9. Estate tax deduction including certain generation-skipping taxes (1041, line 19) 9 10. Exemption (1041, line 20) 10 11. Deductions from income from TC-41A, Part 2. Only include amounts that apply to income taxed at the 11 trust level (see page 5). 12. Total deductions (add lines 7 through 11) 12 13. Utah taxable income (subtract line 12 from line 6 - if less than zero, enter quot;0quot;) 13 14. Utah tax (multiply line 13 by .05 (5%)) 14 15. Allowable deductions for estate or trust credit 15 (from worksheet on page 7 of instr.) 16. Initial estate or trust credit before phase-out 16 (multiply line 15 by .06 (6%)) 17. Phase-out base amount 17 12,000 18. Income subject to phase-out (subtract line 17 from 18 line 13 - if less than zero, enter quot;0quot;) 19. Phase-out amount (multiply line 18 by .013) 19 20. Estate or trust tax credit (subtract line 19 from line 16 - if less than zero, enter quot;0quot;) 20 21. Utah income tax (subtract line 20 from line 14 - if less than zero, enter quot;0quot;) 21 22. Apportionable nonrefundable credits from TC-41A, Part 3 (page 7) 22 23. Subtract line 22 from line 21 (if less than zero, enter quot;0quot;) 23 Non or part-year resident estate or trusts, complete TC-41B before continuing on page 2
Clear form 41082 24. Enter tax (full-year resident estate or trust, enter tax from line 23 - non or part-year 24 resident estate or trust, enter tax from TC-41B, line 18) 25. Nonapportionable nonrefundable credits from form TC-41A, Part 4 (page 8) 25 26. Subtract line 25 from line 24 (if less than zero, enter quot;0quot;) 26 27. Amended returns only - previous refund (page 11) 27 28. Utah use tax (page 11) 28 29. Total tax, additions and use tax (add lines 26 through 28) 29 30. Utah income tax withheld (page 11) 30 31. Credit for Utah fiduciary tax prepaid (from form TC-548) (page 12) 31 32. Amended return only - previous payments (page 12) 32 33. Refundable credits from form TC-41A, Part 5 (page 12) 33 34. Total withholding and refundable credits (add lines 30 through 33) 34 35. Tax due - if line 29 is greater than line 34, subtract line 34 from line 29 (page 13) 35 36. Penalties and interest (page 13) 36 37. Pay this amount (add lines 35 and 36) 37 38. Refund - if line 34 is greater than line 29, subtract line 29 from line 34 (page 14) 38 39. Enter the amount of refund you want applied to your 2009 fiduciary tax (page 14) 39 Under penalties of perjury, I declare to the best of my knowledge and belief, this return and accompanying schedules are true, correct and complete. EIN/SSN of fiduciary Date Signature of fiduciary or officer representing estate or trust Mark quot;Xquot; if the Tax Commission may SIGN _____ discuss this return with preparer HERE shown below (see page 14) Date Preparer' s SSN or PTIN Preparer' s telephone number Preparer' s signature (page 14) Paid Preparer’s Firm' s name and address Preparer' s EIN Section Mail this return and any payment due (with TC-549 coupon) to: Utah State Tax Commission, 210 N 1950 W, SLC, UT 84134-0250

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tax.utah.gov forms current tc tc-41

  • 1. Clear form 2008 Utah Fiduciary Income 41081 Tax Return TC-41 Get forms online - tax.utah.gov If fiscal year, enter Mark quot;Xquot; if you filed _____ ending date (mmyy) federal form 8886 9998 FOR AMENDED RETURN - ENTER CODE (1 - 5) _____ from page 2 of instructions Mark quot;Xquot; if this Full name of the estate or trust FEIN or SSN of estate or trust is a new address: Name of fiduciary _____ _____ Mark quot;Xquot; if this is a SSN Fiduciary's address Mark quot;Xquot; if this is a final return: State Foreign country, if not U. S. City Zip code _____ 2. Enter status code 1. Enter code for type of return 3. Mark quot;Xquot; if this estate or trust has any A= Bankruptcy estate Ch 7 E= Decedent' s estate S= Simple trust R= Resident nonresident _____ _____ _____ B= Bankruptcy estate Ch 11 F= Qualified funeral trust (QFT) T= ESBT beneficiaries N= Nonresident C= Complex trust G= Grantor type trust D= Qualified disability trust H= Charitable trust 4. Federal total income from federal form 1041 line 9 or 1041-QFT line 5 4 PAPER CLIP FORMS W-2 OR TC-675R HERE 5. Additions to income from TC-41A, Part 1. Only include amounts that will be taxed at the trust level (see page 4) 5 6. Total adjusted income (add lines 4 and 5) 6 7. Fiduciary fees for administering trust and deducted on federal return (1041, line 12) 7 8. Income distribution deduction (1041, line 18) (do not include cemetery perpetual care fund fees under IRC 642) 8 9. Estate tax deduction including certain generation-skipping taxes (1041, line 19) 9 10. Exemption (1041, line 20) 10 11. Deductions from income from TC-41A, Part 2. Only include amounts that apply to income taxed at the 11 trust level (see page 5). 12. Total deductions (add lines 7 through 11) 12 13. Utah taxable income (subtract line 12 from line 6 - if less than zero, enter quot;0quot;) 13 14. Utah tax (multiply line 13 by .05 (5%)) 14 15. Allowable deductions for estate or trust credit 15 (from worksheet on page 7 of instr.) 16. Initial estate or trust credit before phase-out 16 (multiply line 15 by .06 (6%)) 17. Phase-out base amount 17 12,000 18. Income subject to phase-out (subtract line 17 from 18 line 13 - if less than zero, enter quot;0quot;) 19. Phase-out amount (multiply line 18 by .013) 19 20. Estate or trust tax credit (subtract line 19 from line 16 - if less than zero, enter quot;0quot;) 20 21. Utah income tax (subtract line 20 from line 14 - if less than zero, enter quot;0quot;) 21 22. Apportionable nonrefundable credits from TC-41A, Part 3 (page 7) 22 23. Subtract line 22 from line 21 (if less than zero, enter quot;0quot;) 23 Non or part-year resident estate or trusts, complete TC-41B before continuing on page 2
  • 2. Clear form 41082 24. Enter tax (full-year resident estate or trust, enter tax from line 23 - non or part-year 24 resident estate or trust, enter tax from TC-41B, line 18) 25. Nonapportionable nonrefundable credits from form TC-41A, Part 4 (page 8) 25 26. Subtract line 25 from line 24 (if less than zero, enter quot;0quot;) 26 27. Amended returns only - previous refund (page 11) 27 28. Utah use tax (page 11) 28 29. Total tax, additions and use tax (add lines 26 through 28) 29 30. Utah income tax withheld (page 11) 30 31. Credit for Utah fiduciary tax prepaid (from form TC-548) (page 12) 31 32. Amended return only - previous payments (page 12) 32 33. Refundable credits from form TC-41A, Part 5 (page 12) 33 34. Total withholding and refundable credits (add lines 30 through 33) 34 35. Tax due - if line 29 is greater than line 34, subtract line 34 from line 29 (page 13) 35 36. Penalties and interest (page 13) 36 37. Pay this amount (add lines 35 and 36) 37 38. Refund - if line 34 is greater than line 29, subtract line 29 from line 34 (page 14) 38 39. Enter the amount of refund you want applied to your 2009 fiduciary tax (page 14) 39 Under penalties of perjury, I declare to the best of my knowledge and belief, this return and accompanying schedules are true, correct and complete. EIN/SSN of fiduciary Date Signature of fiduciary or officer representing estate or trust Mark quot;Xquot; if the Tax Commission may SIGN _____ discuss this return with preparer HERE shown below (see page 14) Date Preparer' s SSN or PTIN Preparer' s telephone number Preparer' s signature (page 14) Paid Preparer’s Firm' s name and address Preparer' s EIN Section Mail this return and any payment due (with TC-549 coupon) to: Utah State Tax Commission, 210 N 1950 W, SLC, UT 84134-0250