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This version of the form is not currently in use and is provided for reference only. Download this version of
IRS Form 1041 Schedule J
for the current year.
IRS Form 1041 Schedule J Accumulation Distribution for Certain Complex Trusts
What Is IRS Form 1041 Schedule J?
This is a tax form that was released by the Internal Revenue Service (IRS) - a subdivision of the U.S. Department of the Treasury. The document is a supplement to IRS Form 1041, U.S. Income Tax Return for Estates and Trusts. As of today, no separate filing guidelines for the form are provided by the IRS.
FAQ
Q: What is IRS Form 1041 Schedule J?
A: IRS Form 1041 Schedule J is a form used to report the accumulation distribution for certain complex trusts.
Q: What is an accumulation distribution?
A: An accumulation distribution is the amount of income a trust accumulates instead of distributing to beneficiaries.
Q: Which trusts are required to file Schedule J?
A: Certain complex trusts that accumulate income are required to file Schedule J.
Q: What information is reported on Schedule J?
A: Schedule J reports the accumulation distribution, the trust's taxable income, and any tax owed by the trust.
Q: When is Schedule J due?
A: Schedule J is generally due on the same date as Form 1041, which is April 15th for most taxpayers.
Form Details:
- A 2-page form available for download in PDF;
- This form cannot be used to file taxes for the current year. Choose a more recent version to file for the current tax year;
- Editable, printable, and free;
- Fill out the form in our online filing application.
Download a fillable version of IRS Form 1041 Schedule J through the link below or browse more documents in our library of IRS Forms.
Download IRS Form 1041 Schedule J Accumulation Distribution for Certain Complex Trusts
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