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1041 Fiduciary 24-3.3F
tip
- Get the latest on open issues by reviewing Alerts and notices.
- Review the status of federal forms.
- Find the availability of the state releases in the Home screen, in Forms Availability.
Pending releases
Release date: 2/21/2025
Form 3800
is released with the following limitations:
- E-file is available for Form 3800 if Part VI is not used in a return.
- The columns for applied against tax and carryover to next year won’t populate. Override as needed.
- For facility credits are not taking into account any transfer or EPE registration numbers. This will be updated on a future release to pull in on a facility by facility basis instead of a summary basis.
- Part VI won’t e-file at this time. A binary attachment is required until the IRS updates their schema. This information was found on the IRS Known Issues and Solutions website.
- Credit utilization is not released yet. It will be available on a future release.
- Calculation carryover revision: For 2025, we are pulling in prior year suspended losses into parts IV and VI from Form 8582-CR. The carryover schedules will only be used for non-passive carryovers. If your carryover schedules include passive numbers from the prior year that are covered by Form 8582-CR prior year-suspended losses, you will need to make an adjustment so the amount is not double counted.
- There is a hyperlink on top of pages 3-9 that will take you to workpapers where you can override for parts V and VI.
- If there is a single row on the grid, the credit won’t print on parts V and VI (instead it goes directly to parts III or IV).
- If you add a line be sure to include the Line Number since it's the line number field that determines if data transfers to parts V and VI or straight to parts III and IV.
Federal forms not available:
- Form 3468, Investment Credit
- Form 4255, Certain Credit Recapture Excessive Payments and Penalties
- Form 5884, Work Opportunity Credit
- Form 6765, Credit for Increasing Research Activities
- Form 7207, Advanced Manufacturing Production Credit
- Form 7210, Clean Hydrogen Production Credit
- Form 7211, Clean Electricity Production Credit
- Form 7213, Nuclear Power Production Credit
- Form 7218, Clean Fuel Production Credit
- Form 8582-CR, Passive Activity Credit Limitations
- Form 8586, Low-Income Housing Credit
- Form 8835, Renewable Electricity Production Credit
- Form 8865, Return of U.S. Persons With Respect to Certain Foreign Partnerships (including all Schedules and Forms under 8865)
- Form 8933, Carbon Oxide Sequestration Credit
New state forms or functionality
- We will no longer compute percentage depletion or allow intangible drilling cost forCaliforniareturns due to a change in state tax law.
- We addedAlabamaestimate for e-file.
- We added hyperlinks forForm M2, Page 2, lines 17, 18, 30, and 31.
- We added a workpaper for theSouth CarolinaForm SC1041 Page 1, line 8, ESBT calculation.
Federal
- We updated the print of QBI loss tracking worksheet.
- We corrected logic that was causing a federal electronic filing reject diagnostic (regarding tax period end date) to be erroneously generated.
- We updated print logic forForm 461. Form 461 will now print if there is excess loss amount to be reported on Form (that condition already existed) OR if a loss of 152,500 or more on any one of Form 461, lines 1 through 8.
State
We updated or corrected the following:
Alabama
: FDT-V vouchers pull amounts instead of entering them manually.General
: Added the signature dates for fiduciary, ERO, and paid preparer on Form 8453-FID in the Tax Form view.Georgia
: Updated print for Georgia Form UET.Mississippi
: Added the 83-300 payment voucher for 990T returns.Montana
: Corrected an issue on the K-1 causing Part IV, line 2, column a to include qualified dividends twice.Nebraska
:
- Included the Nebraska ID number in the electronic return.
- Corrected an issue causing the Trust EIN to be included as a Beneficiary EIN on the electronic K-1.
Utah
:
- Updated the print total for form TC-41A Part 2.
- Updated the print for form TC-41A Part 5.
Vermont
: Corrected Schedule FIT-K-1VT-F lines 1-3 computation to reflect state residency.West Virginia
: Updated the interest rate per the state instructions.This article applies to:
- Product: GoSystem Tax RS
- Return type: 1040 Individual,1120 Corporation,1065 Partnership,1041 Fiduciary,990 Exempt Organization,5500 Beneficiary Plan,706 Estate Tax,709 Gift Tax