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Part I. Information About the Estate or Trust

2025 Inst 1041 (PDF) · 2026-10-03 edition · updated 2026-10-04 · United States

On each Schedule K-1, enter the name, address, and identifying number of the estate or trust. Also, enter the name and address of the fiduciary.

Item D

If the fiduciary of a trust or decedent’s estate filed Form 1041-T, you must check this box and enter the date it was filed.

Item E

If this is the final year of the estate or trust, you must check this box.

Note: If this is the final Schedule K-1 for the beneficiary, check the “Final K-1” box at the top of Schedule K-1.

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