1041 Fiduciary 24-6.6F

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  • Get the latest on open issues by reviewing Alerts and notices.
  • 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
    States
    New York Payments
    . In the Estimated Tax section, enter the correct amount for the
    Prior Year Estimates Paid
    in the current year.

Pending releases

Release date: 09/05/2025
E-filing forms not available on this release:
  • Form 8933 - Section 45Q carbon oxide sequestration credit
  • Form 1042, 1042-S, and Schedule Q aren't available for 2024.

Federal

We updated or corrected the following:
Form 1041
:
  • Updated the calculation for total unused NOLs from tax years beginning after 2017 to calculate the total amount.
  • Updated the print of QBI statement A to correct the EIN and activity name not on the same line.
Schedule K-1
: Updated the grantor tax information letter to calculate the correct investment interest expense.

State

We updated or corrected the following:
California
:
  • Revised Form 990T Part II line 30 to permit negative amounts for e-filing.
  • Corrected the print misalignment and added missing items for Form 109.
Montana
: Corrected the Organizer final return reason dropdown to transfer to Form CIT Page 2 checkboxes.

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