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Federal input screens
Screen 1041 - Fiduciary, Estate, Trust, General, Year End
Screen K1 - 1065 and 1120S Pass-Through General and Income (1041)
Screen POA - Power of Attorney and Tax Information Authorization (1041)
Screen OrgNotes - Web Organizer Notes to Preparer (1041)
Screen OrgQues - Web Organizer Questionnaire (1041)
Screen OrgOptns - Organizer Options and Client Documents (1041)
Screen OrgCon - Organizer Consent to Disclose and Use Return Information (1041)
Screen K1-2 - 1065 and 1120S Pass-Through Deductions (1041)
Screen 8960 - Net Investment Income (1041)
Screen SIT-3 - Split Interest Trust Information, Page 3 (1041)
Processing 1041 federal returns
Screen K1T - 1041 Pass-Through General, Income, Deductions, Final Year
Processing 1041 federal returns
Screen 5471 - Foreign Corporation (1041)
Screen 5471-2 - Other Information and Foreign Corporation Stock (1041)
Screen 5471-3 - US Shareholders and Income Statement (1041)
Screen 5471-5 - Balance Sheet (1041)
Screen 5471-10 - Accumulated Earnings and Profits of CFC (1041)
Screen 1099M - Miscellaneous Income (1041)
Screen StPmt - State Payments (1041)
Screen 3115 - Change in Accounting Method (1041)
Screen 3115-2 - Automatic Change and Section 481(a) (1041)
1041-US: Form 3115 reduced filing requirement (FAQ)
1041-US: Form 3115 reduced filing requirement (FAQ)
1041-US: Form 3115 reduced filing requirement (FAQ)
1041-US: Form 3115 reduced filing requirement (FAQ)
1041-US: Form 3115 reduced filing requirement (FAQ)
Screen 3115-8 - Change in Depreciation or Amortization (1041)
1041-US: Casualties and thefts FAQs
Screen OthInfo - General, Questions, Miscellaneous (1041)
Screen PBasis1 - Partner Basis (1041)
Screen PBasis2 - Partner Basis Carryovers (1041)
Screen SBasis1 - Shareholder Basis (1041)
Screen SBasis2 - Shareholder Basis Carryovers (1041)
Screen K1-4 - 1065 and 1120S Pass-Through Passive Activity (1041)
Screen Auth - Electronic Filing Authentication Information (1041)
Screen eSign - Electronic Signature (1041)
Screen 6198 - At-Risk Limitations (1041)
Screen 6198-2 - At-Risk Limitations (1041)
Screen K1T-3 - 1041 Pass-Through Passive Activity (1041)
Screen Charity - Charitable Deduction (1041)
Screen 1040NR - Nonresident Alien Return (1041)
Screen K1QBI - 1065 and 1120S Pass-Through Qualified Business Income (1041)
Screen 3520A - Return of Foreign Trust with US Owner (1041)
Screen 3520 - Transactions with Foreign Trusts, Receipt of Foreign Gifts (1041)
Screen 3520 - Transactions with Foreign Trusts, Receipt of Foreign Gifts (1041)
Screen 3520 - Transactions with Foreign Trusts, Receipt of Foreign Gifts (1041)
Screen 3520A - Return of Foreign Trust with US Owner (1041)
Screen K1TQBI - 1041 Pass-Through Qualified Business Income
Screen Tax - Additional Taxes (1041)
Screen 5471-5 - Balance Sheet (1041)
Screen 5471-7 - Current Earnings and Profits (1041)
Screen 5471-10 - Accumulated Earnings and Profits of CFC (1041)
Screen 4136-1 - Taxes Paid on Fuels Page 1 (1041)
Allocate general business credits (1041)
Screen Balance - Balance Sheet (1041)
Screen SIT - Split Interest Trust Information, Page 1 (1041)
Screen SIT - Split Interest Charitable Trust Information (1041)
Screen 8990 - Limitation on Business Interest Expense (1041)
Screen PayExt - Payments and Extensions (1041)
Screen 1116 - Foreign Tax Credit (1041)
Screen Letter - Client Document Options (1041)
Screen AMT - Alternative Minimum Tax (1041)
Screen 8801 - Credit for Prior Year Alternative Minimum Tax (1041)
Screen 8855 - Section 645 Election (1041)
Processing 1041 federal returns
Screen OGCost - Oil and Gas Cost Centers (1041)
Screen OGWell - Oil and Gas Well Information (1041)
Screen 4684B - Business Casualty and Theft Loss (1041)
Screen 4684P - Personal Casualty and Theft Loss (1041)
Screen Sale - Sale of Business Property (1041)
Screen 8824 - Like-Kind Exchanges (1041)
Screen Rent - Rent and Royalty Property (1041)
Screen F - Farm General and Income (1041)
Screen Ponzi - Revenue Procedure 2009-20 (Ponzi) (1041)
Screen Income - Income and Capital Asset Sales (1041)
Screen ELF - Electronic Filing (1041)
Screen C-2 - Business Profit or Loss Page 2 and Passives (1041)
Screen F-2 - Farm Expenses, Other, Passives (1041)
Screen 4136 - Taxes Paid on Fuels Page 2 (1041)
Screen K1-3 - 1065 and 1120S Pass-Through Adjustments, Other, 8990 (1041)
Screen Rent-2 - Rent and Royalty Property Other and Passives (1041)
1041-US: Tax Return History Report FAQs
Screen K1T-2 - 1041 Pass-Through AMT, Credits, Other
Screen C - Business Profit or Loss Page 1 (1041)
Calculating prior-year amounts for a NOL carryback (1041)
Screen 1099R - Distributions (1041)
Screen CO - Form 5227 and NOL Carryovers (1041)
Processing 1041 federal returns
Screen 4136-2 - Taxes Paid on Fuels Page 2 (1041)
Screen 4136-2 - Taxes Paid on Fuels Page 2 (1041)
Screen OthCr - Additional Credit Information (1041)
Screen Dist - Schedule B and Accounting Income (1041)
Processing 1041 federal returns
Screen Allocate - Allocation Options (1041)
Screen Elect - Elections (1041)
Other Return Options > Consent tab (1041)
Screen Bank - Bank Information (1041)
Screen Amend - Amended Return (1041)
Screen TPW - Tax Projection Worksheet (1041)
Screen CO-FTC - Foreign Tax Credit Carryovers (1041)
Screen 8941 - Small Employer Health Insurance Premiums (1041)
Screen 8938-2 - Statement of Specified Foreign Financial Assets, Page 2 (1041)
Screen 8938 - Statement of Specified Foreign Financial Assets (1041)
1040/1041 - US ELF: E-Filing Form 56, Notice concerning fiduciary relationship (FAQ)
Screen InstPY - Prior Year Installment Sale (1041)
Screen NOL - Net Operating Loss Computation (1041)
Screen ELFExt - Electronic Filing Extension (1041)
Screen Contact - Contact Information
Processing 1041 federal returns
Screen 8886 - Reportable Transaction Disclosure Statement (1041)
Screen 8886 - Reportable Transaction Disclosure Statement (1041)
Screen K1Sale - Section 179 Pass-Through Sale (1041)
Screen Deduct - Deductions and Investment Interest (1041)
Screen 8594 - Asset Acquisition Statement (1041)
Screen CO-GBC - General Business Credit Carryover (1041)
FinCEN Form 114, Report of Foreign Bank Account and Financial Accounts (FBAR) overview
Screen 114-2 - Report of Foreign Bank Accounts, Page 2 (1041)
1041-US ELF: Forms that are not included in the electronic file (FAQ)
Screen Broker - Consolidated Broker Statement (1041)
Screen J - Accumulation Distributions (1041)
Screen 4684PY - Prior Year Business Casualty and Theft Loss (1041)
Processing 1041 federal returns
Screen TPW - Tax Projection Worksheet (1041)
Screen 8903 - Domestic Production Activities (1041)
Screen 8621 - Passive Foreign Investment Company or Electing Fund (1041)
Screen 8621-2 - Passive Foreign Investment Company or Electing Fund, Page 2 (1041)
Screen W2G - Gambling Winnings (1041)
Beneficiary Information > Alabama tab > Partial Grantor dialog
Beneficiary Information > Arkansas tab > Partial Grantor dialog
Beneficiary Information > Arizona tab > Partial Grantor dialog
Beneficiary Information > Find dialog
Beneficiary Information window
Beneficiary Information > Print Reports dialog
Beneficiary Information > Beneficiary tab
Beneficiary Information > Federal tab
Beneficiary Information > Federal tab
Beneficiary Information > Federal tab > Form 3520-A Information dialog
Beneficiary Information > California tab > Partial Grantor dialog
Beneficiary Information > Colorado tab > Partial Grantor dialog
Beneficiary Information > Connecticut tab > Partial Grantor dialog
Beneficiary Information > District of Columbia tab > Partial Grantor dialog
Beneficiary Information > Delaware tab > Partial Grantor dialog
Beneficiary Information > Federal tab > Form 3520-A Information dialog
Beneficiary Information > Georgia tab > Partial Grantor dialog
Beneficiary Information > Hawaii tab > Partial Grantor dialog
Beneficiary Information > Iowa tab > Partial Grantor dialog
Beneficiary Information > Idaho tab > Partial Grantor dialog
Beneficiary Information > Illinois tab > Partial Grantor dialog
Beneficiary Information > Indiana tab > Partial Grantor dialog
Beneficiary Information > Kansas tab > Partial Grantor dialog
Beneficiary Information > Kentucky tab > Partial Grantor dialog
Beneficiary Information > Louisiana tab > Partial Grantor dialog
Beneficiary Information > Massachusetts tab > Partial Grantor dialog
Beneficiary Information > Maryland tab > Partial Grantor dialog
Beneficiary Information > Maine tab > Partial Grantor dialog
Beneficiary Information > Michigan tab > Partial Grantor dialog
Beneficiary Information > Minnesota tab > Partial Grantor dialog
Beneficiary Information > Missouri tab > Partial Grantor dialog
Beneficiary Information > Mississippi tab > Partial Grantor dialog
Beneficiary Information > Montana tab > Partial Grantor dialog
Beneficiary Information > North Carolina tab > Partial Grantor dialog
Beneficiary Information > North Dakota tab > Partial Grantor dialog
Beneficiary Information > Nebraska tab > Partial Grantor dialog
Beneficiary Information > New Hampshire tab > Partial Grantor dialog
Beneficiary Information > New Jersey tab > Partial Grantor dialog
Beneficiary Information > New Mexico tab > Partial Grantor dialog
Beneficiary Information > New York tab > Partial Grantor dialog
Beneficiary Information > Ohio tab > Partial Grantor dialog
Beneficiary Information > Oklahoma tab > Partial Grantor dialog
Beneficiary Information > Oregon tab > Partial Grantor dialog
Beneficiary Information > Federal or State tabs > Partial Grantor dialog
Beneficiary Information > Rhode Island tab > Partial Grantor dialog
Beneficiary Information > South Carolina tab > Partial Grantor dialog
Beneficiary Information > Sort Beneficiaries dialog
Beneficiary Information > Federal tab > Special Allocations dialog
Beneficiary Information > Utah tab > Partial Grantor dialog
Beneficiary Information > Virginia tab > Partial Grantor dialog
Beneficiary Information > Vermont tab > Partial Grantor dialog
Beneficiary Information > Wisconsin tab > Partial Grantor dialog
Beneficiary Information > West Virginia tab > Partial Grantor dialog
Beneficiary Information > State tabs