Assembly and Attachments

Assemble any schedules, forms, and attachments behind Form 1041 in the following order.

1. Schedule I (Form 1041).

2. Form 4952.

3. Schedule H (Form 1040).

4. Schedule D (Form 1041).

5. Form 8949.

6. Form 4797.

7. Form 8995 or 8995-A.

8. Schedules C, E, and/or F (Form 1040).

9. Form 4136.

10. Form 8978.

11. Form 965-A.

12. Form 8941.

13. Form 3800.

14. Form 8997.

15. Form 8283.

16. Form 8960.

17. Schedule A (Form 8936).

18. Form 4255.

19. Additional schedules in alphabetical order.

20. Additional forms in numerical order.

21. All other attachments.

Attachments If you need more space on the forms or schedules, attach separate sheets. Use the same size and format as on the printed forms. But show the totals on the printed forms.

Attach these separate sheets after all the schedules and forms. Enter the estate’s or trust’s EIN on each sheet.

Don’t file a copy of the decedent’s will or the trust instrument unless the IRS requests it.