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1041 Fiduciary 24-4.2F
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: 4/04/2025
Form 8835, Renewable Electricity Production Credit is available for this release
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).
Federal
We updated or corrected the following:
- Updated the application so it correctly counts the month number for late payments on the Penalty and Interest workpaper.
- Updated Form 8868 return code 05 for 990T (sec. 401(a) or 408(a) trust).
- Corrected Form 6198, line 4 so it doesn't double the depletion expense.
- Updated Schedule H, Page 1, lines 1 thru 9 in the e-file to generate the correct amounts..
- Corrected the general business credit carryover amount in the carryover schedules.
- Merge 990 Form 3800.
- Updated the partial grantor total input screen to provide more instruction for partial grantor return data entry.
- Updated QBI Statement A to eliminate the duplicate print.
- We corrected issue where amounts paid/received with original filing were causing overpayment to be applied to be computed incorrectly.
State
We updated or corrected the following:
Alabama
: Added an option in Organizer for Alabama Form 41, Page 1, for entity has income from more than one state
.California
: - Added a checkbox to transfer the current year capital losses for the final year returns.
- Added a final year Organizer input field for CA 541.
- Added override fields for the number of trustees and beneficiaries on Form 541, Page 3,Schedule G
Georgia
: added an Organizer input checkbox field for Amended return for Georgia Form 600-T
.Maryland
: - Updated Form 504, Page 3 to populate and print Signature of Preparer.
- Updated to correctly generate the reject diagnostic code Form504SchA-07910-010.
Montana
: - Corrected an issue on Montana, Schedule IV (ESBT) for line to divide line 19 by line 7.
- Corrected an issue on Montana Schedule K-1 for the source income column. The beneficiary overrides were being incorrectly populated by the total nonresident source income overrides
Nebraska
: Updated the print so that the initial Nebraska return check box now prints correctly on the grantor type return.New Jersey
: Corrected a New Jersey issue causing the exemption to not compute in short year returns.Oregon
: Added a diagnostic for Oregon electronic filing when a return does not have ACH payment but selects the ACH certification.Rhode Island
: Added a checkbox to select Short Method
to activate Part 2 calculation of Form RI-2210.South Carolina
: Updated the computation of South Carolina Form SC1041 Page 3 Part IV Column F.West Virginia
: Corrected the condition to print West Virignia schedule NR only when nonresident is checked.This article applies to:
- Product: GoSystem Tax RS
- Return type: 1041 Fiduciary