Tax Year 2024 Federal and State Forms and Schedules
The Forms and Schedules available in ONESOURCE Trust Tax for the 2024 tax year are as follows:
Federal Trust Forms and Schedules
- Form 1041, U.S. Income Tax Return for Estates and Trusts
- Form 1041-A, U.S. Information Return Trust Accumulation of Charitable Amounts
- Form 1041-ES, Estimated Tax Payments
- Form 1041-QFT, U.S. Income Tax Return for Qualified Funeral Trusts
- Form 1041-T, Transmittal of Estimated Tax
- Form 1041-V, Payment Voucher
- Form 1042, Annual Withholding Tax Return for U.S. Source Income of Foreign Persons (OTIR product).
- Form 1042-S, Foreign Person's U.S. Source Income Subject to Withholding
- Schedule C, (1040) Profit or Loss from Business
- Schedule D, Capital Gains and Losses
- Schedule E, (1040) Supplemental Income Schedule
- Schedule F, (1040) Farm Income and Expense
- Schedule I, Alternative Minimum Tax
- Schedule J, Trust Allocation of an Accumulation Distribution
- Schedule K-1, Beneficiary's Share of Income, Deductions, Credits, Etc.
- Form 56, Notice Concerning Fiduciary Relationship
- Form 461, Limitation on Business Income
- Form 706-GS(D-1), Notification of Distribution from a Generation-Skipping Trust
- Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation
- Form 965-A, Individual Report of Net 965 Tax Liability
- Form 1116, Computation of Foreign Tax Credit (Regular and Minimum Tax Basis)
- Form 2210, Underpayment of Estimated Tax
- Form 2439, Notice to Shareholder of Undistributed Long-Term Capital Gains
- Form 3800, General Business Credit
- Form 4562, Depreciation and Amortization
- Form 4720, Return of Certain Excise Taxes Under Chapters 41 and 42 of the Internal Revenue Code
- Form 4797, Sale of Business Property
- Form 4835, Farm Rental Income and Expenses
- Form 4952, Investment Interest Expense Deduction (Regular and Minimum Tax Basis)
- Form 5227, Split Interest Trust Information Return
- Form 5884, Work Opportunity Credit
- Form 6252, Installment Sale Income
- Form 6765, Credit for Increasing Research Activities
- Form 6781, Gains and Losses from Section 1256 Contracts and Straddles
- Form 7004, Application for Automatic 6-Month Extension of Time to File Certain Business Income Tax, Information, and Other Returns
- Form 8275, Disclosure Statement
- Form 8275-R, Regulation Disclosure Statement
- Form 8582, Passive Activity Loss Limitation (Regular and Minimum Tax Basis)
- Form 8621, Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund
- Form 8801, Minimum Tax Credit
- Form 8844, Empowerment Zone Employment Credit
- Form 8855, Election to Treat a Qualified Revocable Trust as Part of an Estate
- Form 8868, Application for Extension of Time to File Exempt Organization Return
- Form 8879-F, IRSe-fileSignature Authorization for Form 1041
- Form 8879-TE, IRSe-fileSignature Authorization for a Tax Exempt Entity
- Form 8882, Credit for Employer-Provided Childcare Facilities and Services
- Form 8886, Reportable Transaction Disclosure Statement
- Form 8949, Sales and Other Dispositions of Capital Assets
- Form 8960, Net Investment Income Tax-Individuals, Estates, and Trusts
- Form 8990, Limitation on Business Interest Expense Under Section 163(j)
- Form 8992, Global Intangible Low-Taxed Income (GILTI)
- Form 8995, Qualified Business Income Deduction Simplified Computation
- Form 8995-A, Qualified Business Income Deduction
- Form 8995-A, Schedule A, Specified Service Trades or Businesses
- Form 8995-A, Schedule C, Loss Netting and Carryforward
- Form 8995-A, Schedule D, Special Rules for Patrons of Agricultural or Horticultural Cooperatives
- Form 8997, Initial and Annual Statement of Qualified Opportunity Fund (QOF) Investments
Federal Tax Letters and Supporting Detail Generated by ONESOURCE Trust Tax
- Accommodation Letter
- Agency Tax Information Letter
- Bar Code Pages
- Beneficiary Greeting Letter
- Grantor Information Letter
- Footnotes
- Supporting Statements
- Schedule J Letter
- Copy To Recipient Output (Schedules K-1/Tax Letters)
- Depreciation Schedules
- Depletion Schedules
- Rent and Royalty Schedules
- ESBT (S Portion computations and form)
- Form 1041 (worksheet)
- Tax worksheet
- Passive loss computations (worksheet)
- Investment interest computations (worksheet)
- Charitable computations (worksheet)
- Section 199A (QBI) computations (Form 8995/8995-A)
- Foreign tax credit (Form 1116)
- General business credit and related forms (Form 3800, etc.)
- Net investment income tax computations (worksheet which feeds into Form 8960, line 7)
- Passive Loss Worksheets
- Tax Exempt Income Schedule
- Estate Deduction Affidavit
State Trust Forms and Schedules
Alabama
- Form 41
- Form 41, Schedule ESBT
- Form 41, Schedule G
- Form 41, Schedule K
- Form 41, Schedule K-1
- Form FDT-V
- Form KRCC-B
- Form K-RCC
- Form NOL-F85
- Form NOL-F85A
- Schedule CP-B
- Schedule D (Form 41)
- Schedule E (Form 41)
- Schedule FC (Form 41)
Arizona
- Form 141AZ
- Form141AZ EXT
- Form 141AZ, Schedule K-1
- Form 141AZ, Schedule K-1 (NR)
- Form 141AZ V
Arkansas
- Form AR1002
- Form AR1002ES
- Form AR1002F
- Form AR1002-TC
- Form AR1002NR
- Form AR1002V
- Form AR1055-FE
- From AR1099PT
- Form AR2210
- Form AR4-FID
- Form AR8454FE
California
- Form 541
- Form 541, Schedule D
- Form 541, Schedule J
- Form 541, Schedule K-1
- Form 541, Schedule P
- Form 541-A
- Form 541-B
- Form 541-ES
- Form 541-QFT
- Form 541-T
- Form 3461
- Form 3526
- Form 3563
- Form 3801
- Form 3804-CR
- Form 3805E
- Form 3843
- Form 5805
- Form 8455-FID
- Form 8879-FID
- Schedule D-1
- Schedule S
Colorado
- Form 104-BEP
- Form 105
- Form DR 0158-F
- Form DR 0900F
- Form DR 1778
- Form DR 8454F
Connecticut
- Form CT-1041
- Form CT-1041, Schedule I
- Form CT-1041, Schedule K-1
- Form CT-1041B
- Form CT-1041C
- Form CT-1041ES
- Form CT-1041 ESBT
- Form CT-1041EXT
- Form CT-1041FA
- CT-1041V
- Form CT-2210
- Form CT-PE
Delaware
- FID-TAX
- FID-BEN
- FID-EST
- FID-EXT
- FID-VCH
District of Columbia
- Form D-41
- Form D-41P SUB
- Form FR-127
Georgia
- Form 500-ES
- Form 500-UET
- Form 501
- Form 501-X
- Form 525 TV Fiduciary Payment Voucher
- Form IT-560
- Form 8453-F
Hawaii
- Form N-40
- Form N-40, Schedule CR
- Form N-40, Schedule D
- Form N-40, Schedule D-1
- Form N-40, Schedule J
- Form N-40, Schedule K-1
- Form N-201V
- Form N-210
- Form N-362
Idaho
- Form 41ES
- Form 66
- Form ID K-1
Illinois
- AG-990-IL (for 5227s)
- Form IL-1041
- Form IL-1041, Schedule CR
- Form IL-1041, Schedule D
- Form IL-1041, Schedule F
- Form IL-1041, Schedule NR
- Form IL-1041-V
- Form IL-1041-X
- Form IL-1041-X-V
- Form IL-4562
- Schedule K-1-T
- Schedule K-1-T(3)
- Schedule M
- Schedule 1299-B
Indiana
- Form IT-41
- Form IT-41ES
- IT-41 Schedule 1
- IT-41 Schedule K-1
- Schedule CC-40
- Schedule Composite
- Form 8879-C
Iowa
- Form IA 1041
- Form IA-1041, Schedule K-1
- Form IA 1041-V
- Form IA 101
- Form IA 102
- Form IA 130FID
- Form IA 163
- Form IA 8453-F
- Charitable Trust Annual Report
Kansas
- Form 41
- K-18
- K-41V
Kentucky
- Form 740-ES
- Form 740-EXT
- Form 741
- Form 741, Schedule D
- Form 741, Schedule K-1
- Form 741-V
- Form 8879-F
Louisiana
- Form IT-541
- Form R-541V
- Form R-6466
- Form R-10606
Maine
- Form 1041ME
- Form 1041ME, Schedule A
- Form 1041ME, Schedule NR
- Form 1041ME, Minimum Tax Credit
- Form 1041ES-ME
- Form 1041ME-EXT
- Form 1041ME-PV
- Form 2210ME
Maryland
- Form 500DM
- Form 502CR
- Form 502TP
- Form 504
- Form 504, Schedule A
- Form 504D
- Form 504E
- Form 504NBD
- Form 504NR
- Form 504UP
- Schedule K-1
Massachusetts
- Form 1-ES
- Form 2
- Form 2G
- Form 2-ES
- Form 2K-1
- Form 2-PV
- Form M-2210
- Form M-8453F
- Form M-8736
- Schedule 2K-1
- Schedule B
- Schedule B/R
- Schedule D
- Schedule E
- Schedule F
- Schedule H
- Schedule IDD
- Schedule OJC
- Schedule TDS
Michigan
- Form MI-1041
- Form MI-1041, Schedule NR
- Form MI-1041, Schedule W
- Form MI-1041-D
- Form MI-1041ES
- Form MI-1041V
- Form MI-2210
- Form MI-4
- Form MI-4797
- Form MI-8453FE
- Form MI-5879
- Schedule W
Minnesota
- Form PV-43
- Form PV-67
- Form PV-82
- Form M-2
- Form M-2X
- Form M-70
- Schedule EST
- Schedule KF
- Schedule M1CR
- Schedule M1RCR
- Schedule M2MT
- Schedule M2NM
- Schedule M2SB
- Schedule NIIT
Mississippi
- MS8453-F
- MS-80-106
- Form 80-161
- Form 81-110
- Schedule K
- Schedule K-1
Missouri
- Form MO-1041
- Form MO-1041-V
- Form MO-CR
- Form MO-NRF
- Form MO-60
- Form MO-5802
Montana
- Form EST-I
- Form-FID
- Form FID-3
- Form FID-3, Schedule K-1
Nebraska
- Form 1041N
- Form 1041N, ESBT Worksheet
- Form 1041N, Schedule K-1N
- Form 12N
- Form 7004N
- Form PTC
New Hampshire
- Form DP-10
New Jersey
- Form NJ-630
- Form NJ-1040ES
- NJ-1040-O
- Form NJ-1041
- Form NJ-1041, Schedule E
- Form NJ-1041, Schedule NJK-1
- Form NJ-1041SB, Schedule NJK-1
- Form NJ 1041V
- Form NJ-2210
- Form NJ-BUS-1
- Form NJ-BUS-2
New Mexico
- Form FID-1
- Form FID-B Schedule I
- Form FID-B Schedule II
- Form FID-D
- Form FID-ES
- Form FID-EXT
- Form RPD-41096
- Form RPD-41359
- Form RPD-41375
New York
- Form CHAR004
- Form DTF-686
- Form DTF-686-ATT
- Form IT-112-R
- Form IT-182
- Form IT-205
- Form IT-205A
- Form IT-205-C
- Form IT-205-J
- Form IT-205-T
- Form IT-205-V
- Form IT-225
- Form IT-399
- Form IT-653
- Form IT-2105.9
- Form IT-2106
- Form TR-579.2-IT
North Carolina
- Form D-407
- Form D-407TC
- Form D-407V
- Form K-1 (D-407)
- Form D-410P
- NC K-1 Supplemental Schedule
- Form NC-PE
North Dakota
- Form 38
- Form 38-EPV
- Form 38-ES
- Form 38-EXT
- Form F-101
- Schedule K-1 (Form 38)
Ohio
- Form IT-1041
- Form IT-1041ES
- Form IT-1041P
Oklahoma
- Form 500-B
- Form 501
- Form 504-C
- Form 513
- Form 513-NR
- Form 561-F
- Form 561NR-F
- Form EF-V
- Form OW-8-ESC
- Form OW-8-P
- Form WTP 10003
- Form WTP 10005
- Schedule K-1 (Form 513)
- Schedule K-1 (Form 513NR)
Oregon
- Form 41
- Form 41-V
- Form CT-12S
- Schedule ASC-FID
Pennsylvania
- Form PA-40ES
- Form PA-41
- Form PA-41, Schedules A, B, D, DD
- Form PA-41, Schedules E & J
- Form PA-41, Schedule G-L
- Form PA-41, Schedule N
- Form PA-41, Schedule OC
- Form PA-41, Schedule RK-1
- Form PA-41, Schedule NRK-1
- Form PA-41V
- Form PA-41X Form
- Form REV-276
- Form REV-1630F
- Form 8879-F
Rhode Island
- Form RI-1041
- Form RI-1041-ES
- Form RI-1041MU
- Form RI-2210
- Form RI-8736
- Schedule M
- Schedule W
South Carolina
- Form SC1040TC
- Form SC1041
- Form SC1041ES
- Form SC1041-T (Worksheet)
- Form SC1041-V
- Form SC2210
- Form SC41
- Form SC8736
- Schedule K-1
Utah
- Form TC-41
- Form TC-41A
- Form TC-41B
- Form TC-41K
- Form TC-41K-1
- Form TC-41N
- Form TC-41S
- Form TC-41W
- Form TC-250
- Form TC-548
- Form TC-549
Vermont
- Form FIT-160
- Form FIT-161
- Form FIT-162
- Form FIT-165
- Form FIT-166
- Form FIT-167
- Form FIT-168
- Form K-1VT-F
- Form 8879-F
Virginia
- Form 760C
- Form 770
- Form 770ES
- Form 770IP
- Form 770-PMT
- Form VA-8879F
West Virginia
- Form IT-141
- Form IT-141, Schedule E
- Form IT-141, Schedule NR
- Form IT-141EXT
- Form IT-141V
- Form WV/NRW-2
Wisconsin
- Form 1-ES
- Form 2
- Schedule 2K-1
- Schedule 2M
- Schedule AR
- Schedule BD
- Schedule CC
- Schedule CF
- Schedule CR
- Schedule DC
- Schedule DE
- Schedule EC
- Schedule ED
- Schedule ESBT
- Schedule EPV
- Schedule HR
- Schedule JT
- Schedule MA-A
- Schedule MA-M
- Schedule MT
- Schedule NR
- Schedule OS
- Schedule PW-U
- Schedule R
- Schedule U
- Schedule VC
- Schedule WD
- Schedule W-RA
- Schedule PW-1
Tax Information Reporting Forms and Schedules
- Agency Tax Information Letter (1041 processed)
- Combined Year-End 1099 Statement (1099-DIV, 1099-INT)
- Foreign Income Breakout Schedule (1099-DIV, 1099-INT)
- Original Issue Discount (1099-OID)
- Proceeds from Broker and Barter Exchange Transactions (1099-B)
- Miscellaneous Income (1099-MISC)
- Nonemployee Compensation (1099-NEC)
- Distributions From Pensions, Annuities, Retirement Or Profit-Sharing Plans, IRAs, Insurance Contracts, Etc. (1099-R)
- Payments from Qualified Education Programs (1099-Q)
- Mortgage Interest Statement (1098)
- IRA Contribution Information (5498)
- Coverdell ESA Contribution Information (5498-ESA)
- Customized Accommodation Letter
- Customized supporting detail for all items reported on tax letter/1099 forms
- Customized inserts
990 Federal Forms and Schedules
- Form 990, Return of Organization Exempt from Income Tax
- Form 990-EZ, Short Form-Return of Organization Exempt from Income Tax
- Form 990-PF, Return of Private Foundation
- Form 990-T, Exempt Organization Business Income Tax Return
- Form 990-W, Estimated Tax Payments
- Form 1041-ES, Estimated Tax Payments
- Form 2220, Underpayment of Estimated Tax
- Form 4562, Depreciation and Amortization
- Form 4720, Return of Certain Excise Taxes Under Chapter 41 and 42 of the Internal Revenue Code
- Form 4797, Sales of Business Property (990-T only)
- Form 8868, Application for Automatic Extension of Time to File an Exempt Organization Return
- Form 8879-EO, IRSe-fileSignature Authorization for an Exempt Organization
- Schedule A (Form 990 or 990-EZ), Public Charity Status and Public Support
- Schedule B (Form 990, 990-EZ, or 990-PF), Schedule of Contributors
- Schedule C (Form 990 or 990-EZ), Political Campaign and Lobbying Activities
- Schedule D (1120 and 1041-990-T only)
- Schedule D (Form 990) Supplemental Financial Statements
- Schedule E (Form 990 or 990-EZ), Schools
- Schedule F (Form 990), Statement of Activities Outside the United States
- Schedule G (Form 990 or 990-EZ), Supplemental Information Regarding Fundraising or Gaming Activities
- Schedule H (Form 990), Hospitals
- Schedule I (Form 990), Grants and Other Assistance to Organizations, Governments and Individuals in the U.S.
- Schedule J (Form 990), Compensation Information
- Schedule K (Form 990), Supplemental Information on Tax-Exempt Bonds
- Schedule L (Form 990 or 990-EZ), Transactions with Interested Persons
- Schedule M (Form 990), Non-Cash Contributions
- Schedule N (Form 990 or 990-EZ), Liquidation, Termination, Dissolution, or Significant Disposition of Assets
- Schedule O (Form 990), Supplemental Information to Form 990
- Schedule R (Form 990), Related Organizations and Unrelated Partnerships
- Balance Sheet Supporting Schedules
- Depreciation Schedules
- Detailed Capital Gain and Loss Schedules
- Footnotes
- Rent and Royalty Schedules
990 Federal Supporting Detail Generated by ONESOURCE Trust Tax
- Depreciation Schedules
- Rent and Royalty Schedules
990 State Forms and Schedules
California
- Form 199
- Form RRF-1
Connecticut
- Form CT-990T
Illinois
- Form 990IL-T
- Form 990IL-T-V
- Form AG990-IL
- Form IFC
Indiana
- Form IT-20NP
- Form NP-20
Massachusetts
- Form PC-Long Form
- Schedule A2
New York
- Form 500
Oregon
- Form CT-12