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Overview

1041 tax returns for trust or estate

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Any income tax liability (income, deductions, gains, losses) of the estate or trust can be reported to the taxing authority with a 1041 tax return. Your tax professional can create a new 1041 tax return profile in your TaxCaddy account, letting you upload documents for your estate or trusts.
TaxCaddy.com on PC, Mac, or tablet
View your 1041 profile
On the
Overview
 screen, select
Documents
.
Select Documents from the navigation bar
Select
TAX YEAR
 to select the tax year and
TAX RETURN
 to select your 1041 tax return.
note
The 1041
TAX RETURN
 dropdown only appears when enabled by your tax professional. Use the
Messages
 feature to contact your tax professional if you want to upload trust or estate documents.
Select from the TAX YEAR and TAX RETURN dropdowns
All
 will be selected from the
TAX RETURN
 dropdown by default. When
All
 is selected, you will see all your documents of that tax year, regardless of the return type. The
1040
 or
1041
 badge indicates which tax return the document belongs to.
Tax return type badge for each document
Alternatively, you can view a summary of your 1041 tasks by selecting it from the
SWITCH TAX RETURN
 menu in the panel next to the
Overview
 screen.
Select SWITCH TAX RETURN
Upload your documents
In the
Upload Documents
 window, select the
TAX YEAR
,
TAX RETURN
, and
CATEGORY
.
Upload Documents window
note
The 1041
TAX RETURN
 dropdown only appears when enabled by your tax professional. Use the
Messages
 feature to contact your tax professional if you want to upload trust or estate documents.
Select a
Subcategory
 or select
+Add New
 to add a new subcategory.
Select a Subcategory from the Upload Documents window
Once the document is uploaded, you can view it in the
Document Viewer
 window.
Document Viewer panel
note
The
Messages
 panel next to the document is coming soon.
Move documents between your 1040 and 1041 tax return profiles
In the
Move Document
 window, select the
TAX YEAR
,
TAX RETURN
, and
CATEGORY
 you would like to move the document you've chosen to.
Move Document window
Sign documents
Any tax return uploaded to your account by your tax professional will be listed in your
Task List
 under
Sign
. Select a listed signature request to view it in the
Overview
 screen's document viewer.
Alternatively, you can select the
Documents
 tab and select the
Requested Items
 tab to view a complete list of the 1041 signature requests uploaded to your account.
Select Documents then Requested Items
You can select your 1041 tax return profile from the
TAX RETURN
 dropdown if your 1041 tax return doesn’t open by default.
Select from the TAX RETURN dropdown
View 1041 Tax Returns
You can select your 1041 tax return profile from the
TAX RETURN
 dropdown if your 1041 tax return doesn’t open by default.
Select SWITCH TAX RETURN
Any tax return uploaded to your account by your tax professional will be listed in your
Task List
 under
Tax Returns
. Select a listed tax return to view it in the
Overview
 screen's document viewer.
Tax Returns listed in a client's Task List
You can select
DOWNLOAD
 within the document viewer window.
Select DOWNLOAD
You can select
VIEW ALL TAX RETURNS
 to view a complete list of your tax return documents uploaded to your account.
Select VIEW ALL TAX RETURNS
View 1041 Tax Payments
Any tax payment uploaded to your account by your tax professional will be listed in your
Task List
 as
Pay - Tax Payments
. Select this to open the
Tax Payments
 tab.
Select Pay - Tax Payments
Select your 1041 tax return profile from the
TAX RETURN
 dropdown if your 1041 tax return doesn’t open by default.
Select from the TAX RETURN dropdown
iOS mobile app
View your 1041 profile
From the
Overview
 screen, select
Documents
.
Select Documents from the navigation bar
Select the
Tax Return
 dropdown to view your available tax return profiles.
note
The 1041
TAX RETURN
 dropdown only appears when enabled by your tax professional. Use the
Messages
 feature to contact your tax professional if you want to upload trust or estate documents.
Select the Tax Return dropdown
Select your 1041 tax return profile.
Select the Tax Return
Your selected tax return profile will appear in the
Tax Return
 menu.
Selected tax return in the Tax Return dropdown
View a tax return
From the
Overview
 screen, select
Tax Returns
.
Select Tax Returns from the navigation bar
Select the tax year to view tax returns that belong to another tax year.
Select a specific tax year
Select the
Tax Return
 dropdown to view your available tax return profiles.
note
The 1041
TAX RETURN
 dropdown only appears when enabled by your tax professional.
Select the Tax Return dropdown
Select your 1041 tax return profile.
Select from the Select Tax Return screen
Upload and move your documents
Select
Tax Return
 to select the tax return profile you are uploading or moving your documents to.
Select from the Tax Return menu
Select your 1041 tax return profile from the
Select Tax Return
 screen.
Select from the Select Tax Return screen
If necessary, select a subcategory or add a new subcategory. To add a new subcategory, select the
Add
 icon.
Select a subcategory for your document
Sign documents
Select the
Tax Return
 dropdown to select the tax return profile you are fulfilling a request for. Alternatively, you can select
SELECT TAX RETURN
 to select a tax return profile.
Select a tax return from the Tax Return menu
Select your 1041 tax return profile from the
Select Tax Return
 screen.
Select from the Select Tax Return screen
Select
Requested
 to view requests from your tax professional.
Select the Requested tab
Select a request to open it in the Document Viewer.
Select the requested document
Select the
Sign
 icon to open the signature menu.
  • Select
    Sign & Accept
     to begin the signature process.
  • Select
    Decline
     to decline signing the document.
  • Select from the sign options
Android mobile app
View your 1041 profile
From the
Overview
 screen, select
Tax Documents
.
Select Tax Documents
Select the
Tax Return
 dropdown to view your available tax return profiles.
note
The 1041
TAX RETURN
 dropdown only appears when enabled by your tax professional. Use the
Messages
 feature to contact your tax professional if you want to upload trust or estate documents.
Select the Tax Return dropdown
note
You can select
All
 from the
TAX RETURN
 dropdown to display all documents from the selected tax year, regardless of tax return type.
Select your 1041 tax return profile.
Select from the Select a Tax Return screen
Your selected tax return profile will appear in the
Tax Return
 menu.
Selected tax return appearing in the Tax Return dropdown
Upload and move your documents
Select
Tax Return
 to select the tax return profile you are uploading or moving your documents to.
Select a category when uploading a new document
Select your 1041 tax return profile from the
Select Tax Return
 screen.
Select from the Select a Tax Return screen
If necessary, select a subcategory or add a new subcategory. To add a new subcategory, select the
Add
 icon.
Select an existing or add a new subcategory
Sign documents
Select the
Tax Return
 dropdown to select the tax return profile you are fulfilling a request for. Alternatively, you can select
SELECT TAX RETURN
 to select a tax return profile.
Select a Tax Return
Select your 1041 tax return profile from the
Select Tax Return
 screen.
Select from the Select a Tax Return screen
Select
REQUESTED
 to view requests from your tax professional.
Select the REQUESTED tab
Select a request to open it in the Document Viewer.
Select a requested item
Select the
Sign
 icon on to open the signature menu.
  • Select
    Sign & Accept
     to begin the signature process.
  • Select
    Decline
     to decline signing the document.
Select a sign option

This article applies to:

  • PRODUCT: TaxCaddy

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