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Use Tax Form 1041sj: Accumulation Distribution for Certain Complex Trusts as a stand alone tax form calculator to quickly calculate specific amounts for your 2018 tax return. Form 1041sj: Accumulation Distribution for Certain Complex Trusts is also integrated into our comprehensive US Tax Calculator where you can complete and save your calculations for later use. Alternatively you can use one of our Combined Federal and State Tax Estimator to quickly calculate your salary, tax and take home pay.
|Part I Accumulation Distribution in 2018 |
Note: See the Form 4970 instructions for certain income that minors may exclude and special rules for multiple trusts.
|Part II Ordinary Income Accumulation Distribution (Enter the applicable throwback years below.)|
|Note: If the distribution is thrown back to more than 5 years (starting with the earliest applicable tax year beginning after 1968), attach additional schedules. (If the trust was a simple trust, see Regulations section 1.665(e)-1A(b).)|
|Part III Taxes Imposed on Undistributed Net Income (Enter the applicable throwback years below.) (See the instructions.)|
Note: If more than 5 throwback years are involved, attach additional schedules. If the trust received an accumulation distribution from another trust, see Regulations section 1.665(d)-1A.
|If the trust elected the alternative tax on capital gains (repealed for tax years beginning after 1978), skip lines 18 through 25 and complete lines 26 through 31.|
|Do not complete lines 26 through 31 unless the trust elected the alternative tax on long-term capital gain.|
|Part IV Allocation to Beneficiary|
Note: Be sure to complete Form 4970, Tax on Accumulation Distribution of Trusts.
Tip: use the US Tax Calculator to edit your refundable and non-refundable tax credits including Form 1041sj: Accumulation Distribution for Certain Complex Trusts. Complete, Calculate, print and or save your tax calculation for later use.