1041 Fiduciary 23-2.1

tip

Pending releases

Release date: 1/12/2024

Federal

We added the text "Not for 5227/990T/4720" for the
Supersede
option

Delaware

We added Fiscal/Calendar dates to print on Form FID-BEN.

Georgia

We added a new Schedule 7: Net Operating Loss Schedule to Form 501/501X.

Illinois and Illinois NR

We added an option to force print IL-1041-V.

Montana

We modified Montana FID-3, Schedule H, Part III, Amended Return Information to let 3 entries for each selection listed on the form.

New Mexico

We added a Form RPD-41375 New Mexico NOL Carryover Schedule.

Open issues

Federal forms

The following forms are not available with this release:
  • Form 8865, Return of U.S. Persons With Respect to Certain Foreign Partnerships
  • Form 2210, Underpayment of Estimate Tax by Individuals, Estates, and Trusts
  • Form 8453-FE, U.S. Estate or Trust Declaration for an IRS e-file Return
  • Form 8879-F, IRS e-file Signature Authorization for Form 1041
  • Form 8453-TE, Tax Exempt Entity Declaration and Signature for Electronic Filing
  • Form 990-T, Exempt Organization Business Income Tax Return
  • Form 1116, Foreign Tax Credit
  • Form 3468, Investment Credit
  • Form 3800, General Business Credit
  • Form 5884, Work Opportunity Credit
  • Form 6765, Credit for Increasing Research Activities
  • Form 8586, Low-Income Housing Credit
  • Form 8995, Qualified Business Income Deduction Simplified Computation
  • Form 8995-A, Qualified Business Income Deduction
  • NOL carryover schedule

Closed issues

District of Columbia

We corrected DC D-41ES Declaration of Estimated Tax vouchers print due dates.

Indiana

We corrected a Printing Issue on IN Schedule Composite.
We corrected a computation in Maine Form 1041ME Page 2 Schedule 1 Line 2i.

Vermont

We corrected Vermont Form K-1 VT-F and FIT -162 cosmetic changes to match field boxes with tax form fields.
We corrected Vermont Form K-1 VT-F
Print
fields to populate on the correct field.

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