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I have a question about when to file Form 1041… When should I file?

2 min read


2 min read


When to File 1041

If you’re wondering when to file 1041 Forms, you should file it each year the estate is open. As long as the estate exists, a Form 1041 should be filed. The due date for filing a 1041 falls on tax day. Read on to learn the specifics…

Don’t File Form 1041 If…

Form 1041 is not needed if there is less than $600 of gross income, there is no taxable income and there aren’t any nonresident alien beneficiaries.

When is Form 1041 Due?

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For calendar year estates and trusts, file Form 1041 and IRS Schedule K-1 on or before tax day.

For fiscal year estates and trusts, file Form 1041 and Schedule(s) K-1 by the 15th day of the 4th month following the close of the tax year.

More Help With Filing a Form 1041 for an Estate

In the year the estate is closed, make sure you mark the Final return box on the face of the return. Also, check the Final K-1 box at the top of Schedule K-1.

If you need more help understanding when Form 1041 is due and other questions related to estate taxes for the deceased, let H&R Block help. Whether you make an appointment with one of our knowledgeable tax pros, you can count on H&R Block to help you.

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