1041 Fiduciary 24-7.4F

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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: 10/24/2025
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 K-1 whitepaper to correctly calculate the 4797 ordinary gain.
  • Updated Form 8886 to print in a 1041 return being e-filed as Form 990-T.
Form 5471
: Updated the E-file of Form 5471, Schedule F line 5, line 16 attachments
Form 7210
: Enabled print and e-file for Form 7210 under Form 8865.

State

We updated or corrected the following:
Alabama
: Corrected the computation on Form 41 schedule A line 6 when the return is marked
Decedent
.
Connecticut
: Added a diagnostic for Connecticut Reject Code CT016-MEF-ESTRST.
Montana
: Added default selections to Organizer dropdowns for filing method and the final return reason.
North Carolina
: Corrected the print for Form K-1 Supplemental Schedule Page 3, line 17 (Column B).

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