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1041 Fiduciary 24-4.5F
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.
- New York: There is an informational diagnostic to alert preparers to a possible rollover issue with prior year estimates paid in the current year. Verify that the amount rolled over from prior year estimates paid in the current year doesn’t include a 2022 overpayment from the 2023 return. Use this query for 2023 1041 to identify potentially affected returns.For the 2024 return, go to Organizer, select. In the Estimated Tax section, enter the correct amount for theStatesNew York PaymentsPrior Year Estimates Paidin the current year.
Pending releases
Release date: 4/25/2025
New federal forms and enhancements
- Added a reject diagnostic for Business Rule 990T-045 to ensure line B on 990T heading is not missing.
- UX: Spreadsheet: 2024, 1041_BankInfo, tab: Extension - Removed Suppress Direct Deposit if Refund Column (post 4/15).
- Added the option to print federal estimate vouchers separately.
- Updated the e-file reject diagnostic when more than on entity has been chosen in the return.
- Form 5227 Part IX, line 2 - GeneralExplanationAttachment statement mapped.
- Updated 1041 Federal 4720 - Page 1 to fully print Name of Organization.
- Added an option to suppress the Illinois Electronic Filing Signature Authorization Worksheet to Tax Defaults.
- 1041 Proforma Release with 2024 Preseason Release - Update VII.
- Turned on the reject diagnostic for Business Rule R0000-223 to ensure signing officer information is complete.
Federal forms not available:
- Form 7211, Clean Electricity Production Credit
- Form 7218, Clean Fuel Production Credit
- Form 8933, Carbon Oxide Sequestration Credit
Form 8865
, Return of U.S. Persons With Respect to Certain Foreign Partnerships and all Schedules and Forms included under the 8865 is available for e-file for this release with the following exceptions. Also the following forms under the 8865 are not available within the tax application yet:
- Form 3468, Part V: Only applicable to returns ending in 2025
- Form 4255
- Form 6765
- Form 7210: IRS e-file schemas updated to allow for filing with Form 8865.
- Schedule K/K-1 line 15 Codes S, W, and X and line 20 Code AV (applicable to tax years ending in 2025).
New state forms and enhancements
- Added an option to suppress printing of the IL Electronic Filing Signature Authorization Worksheet
- Added payment and deposit for 990T states - California, District of Columbia, Montana.
- Updated the reject diagnostic for Indiana to generate if Grantor trust indicator is checked, but grantor SSN is missing
- Added a reject diagnostic for Indiana trusts without a county code
- Added an efile reject diagnostic for 1041 Nebraska, Business rule - FPTC-0009Business rule - FPTC-0009.
- Added a reject diagnostic when direct debit is checked but the bank account number is missing.
- Added an informational diagnostic to tell direct deposit is not allowed by the state.
- Updated to remove the direct deposit option on the the state e-file spreadsheet.
Federal
We updated or corrected the following:
Updated to include Schedule E in the XML when the activity only has passive loss carryover without other income or deduction.
Updated Form 2220 line 1 calculation to flow from the 990T Part III line 4 instead of from the 990T Part II line 7.
Updated the NOL carryover worksheet so that it automatically prints when there are NOL carryover amounts present.
State
We updated or corrected the following:
Indiana
: Updated IT-41 page 1 line 2 for Fiduciary Income Tax Return calculations.Iowa
: Corrected PTE-C page 4 column H applicable tax rate.Louisiana
: Added a reject diagnostic for extensions without an electronic payment.Maine
: Updated 1041 Grantor Trust print.Michigan
: Corrected a print issue with the MI-8949 causing reject diagnostics 404 and 406 to trigger incorrectly when related conditions do not exist in the return. Mississippi
: Added federal input to the logic of the paid preparer authorization field to the 80-105 for 990-T returns. New Hampshire
: Updated to properly print the zip code field on Form DP-10 Page 1, removing the hyphen from the blank field.New Jersey
: Corrected an issue causing NJ-1041SB to not print when there is less than $10,000 of regular trust income.New Mexico
: Corrected a print issue in Form FID-D causing an issue with the print order of beneficiaries.North Carolina
: Corrected print alignment for Form D-407TC.Oregon
: Added Business Rule 20 for required Paid Preparer information as an e-file reject. Rhode Island
: Updated to properly generate financial transaction information on the XML file. Virginia
: Updated Business Rule 770IP-015 and 770IP-025 regarding e-file reject.This article applies to:
- PRODUCT: GoSystem Tax RS
- Return type: 1041 Fiduciary