1041 Fiduciary 25-3.5F

The following information is a summary of the new forms, features, and resolved issues on this release.

Pending releases

Release date: 03/06/2026

Federal

We updated or addressed the following:
  • Form 1041
    : Updated the reject diagnostic so the
    ZIP Code must be numeric only
    is no longer generated incorrectly for foreign zip/postal codes.
  • Form 1041
    : Updated
    Form 1116
    Page 2, line 24 to populate
    NONE
    to generate correct e-file schema.
  • Form 1041
    : Removed the print of
    Form 8050
    for 1041 return type.
  • Form 1041
    : Added a diagnostic to
    Form 5227
    that alerts Sec 664 trusts when required Asset and Donor Information on Schedule A, Part V is missing.
  • Form 1041
    : Revised the State and Local Income Tax (SALT) Deduction worksheet computation to address issues with the SALT deduction worksheet provided in the 2025 1041 instructions.
  • Form 1041
    : Updated payment and deposit to generate bank information for direct deposit.

State

We updated or addressed the following:
California
:
  • Corrected Form 541, Page 2, Other Information, line 6 to correctly indicate "
    Yes
    for the short year return.
  • Updated Form 541, Page 1 so the apartment or suite number will now print and be included in the XML.
  • Updated 990T Schedule D and Schedule D-1 e-file trigger.
Delaware
: Updated
Total Income Accumulated for Non-Resident beneficiaries
validation error for false prompting.
Nebraska
: Updated print for Schedule K-1 for grantor type return.
New York
: Added e-file rejects for the new 2025 New York error codes R1157, R1159, and R1160, and now automatically transfer the IT-112-R line 24B total for R1157.
Wisconsin
: Updated Form 2 presentation for Schedules 2K-1 count when the locator entity is set to Grantor type trust.

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