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1041 Fiduciary 25-4F
The following information is a summary of the new forms, features, and resolved issues on this release.
Pending releases
Release date: 03/20/2026
1041 Letters and Filing Instructions will add the field Grantor Trust to be available for use on the 1041 Transmittal Letter template in customizations.
Federal
We updated or addressed the following:
- 1041 Electronic Filing- We updated 1042 extension software ID number.
- 1041 Federal- We updated the print of private activity bond on grantor tax information letter.
- Form 1042- Update print for Page 2 and E-file forms.
- 1041/990-T Federal- We have updated the calculation on Federal Form 990-T Page 1 Part II Line 2.
State
We updated or addressed the following:
California
: - We updated the California reject diagnostic.
- Updated the Form 5805 attachment for waiver of penalty so it prints correctly.
Maine
: Updated the print to allow each form/schedule in Maine to print individually.Maryland
:- Updated Form 504, line 1a, to exclude the amount of capital gain income distributed to beneficiaries.
- Updated the calculation of local tax for Frederick County residents on Form 504, page 2, line 19.
Michigan
: Corrected a schema validation error for trusts which have foreign beneficiaries.New Jersey
: Corrected an issue causing New Jersey not to include income from 1099Misc or 1099R as other income.New York
: Updated the IT-2106 fiscal year dates to print the following fiscal year dates on the 2026 estimate forms.Utah
: Updated the print to allow each form/schedule in Utah to print individually.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