Estates & Trusts

This Estate or Trust Listing Belongs to:

Select the applicable owner (MFJ Returns Only)

• Taxpayer
• Spouse

Name of the Estate or Trust:

Enter the name of the Estate or Trust.

• Do not enter multiple listings together.
• There is no limit to the amount of Estate or Trust listings a return can have and still be eFiled with.

Check Box if you have AMT items

• If you have Alternative Minimum Tax in association with this item, check this box and enter AMT item(s) on that form.

Employer Identification Number (EIN):

• Enter the EIN number here.

Passive Amounts

• Passive Loss Amount
• Passive Income Amount
• Unallowed previous year PAL

Important

• Enter "Passive Loss Amount" as a positive amount. The system will automatically calculate as a negative amount.
• Make sure you enter the amount within the correct field/box.

Non-Passive Amounts

• Non-Passive Loss Amount
• Non-Passive Income Amount

Important

• Enter "Non-Passive Loss Amount" as a positive amount. The system will automatically calculate as a negative amount.
• Make sure you enter the amount within the correct field/box.

Amount of Estimated Taxes Credited to You from the Trust:

• Enter here the amount of Estimated Credits paid on your behalf from the Trust/Estate.
• DO NOT enter Estimated Taxes paid by you here.