Form IA 1041 Fillable return only 63-001
(all forms fillable on Windows, Mac, Android tablets, and iPad using Adobe Reader XI)

your check to a one time electronic banking transaction 63 001a (09/11/13) $0 $1 494 $0 00 + (0 36% x $0) $1 457 56 $1 494 $2 988 $5 38 + (0 72% x $1 494) $13 446 $22 410 $424 90 + (6 12% x $13 446) $2 473 48 $2 988 $5 976 $16 14 + (2 43% x $2 988) $22 410 $29 880 $973 50 + (6 48% x $22 410) $29 880 $29 880) $4 248 35 $44 820 $44 820) $5 976 $13 446 $88 75 + (4 50% x $5 976) $67 230 $67 230) *1363001029999* (: 4) Unchecked (: Bankrupt) Unchecked (: Complex) Unchecked (: Estate) Checked (: Estate) Unchecked (: Inter) Unchecked (: No) Unchecked (: No) Unchecked (: No) Unchecked (: No) Unchecked (: No) Unchecked (: No) Unchecked (: Simple) Unchecked (: Testament) Unchecked (: Yes) Unchecked (: Yes) Unchecked (: Yes) Unchecked (: Yes) Unchecked (: Yes) Unchecked (: Yes) Unchecked (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) 0 (text) 40 (text) 40 *1363001019999* + (6 80% + (7 92% + (8 98% 1 Date estate was opened or created: 2 Date of decedent s death: 1 Names of each beneficiary 1 1 Taxable interest income 1 10 Enter name(s) of executor(s): 10 Excess deductions 10 10 Interest Enter on Schedule D page 2 10 11 Enter date(s) and amount(s) of executor s fees paid to executor(s): 11 Taxes Enter on Schedule D page 2 11 12 Fiduciary fees Enter on Schedule D page 2 12 12 Has a prior return of decedent or the estate or trust been subject to federal audit? 12 Withholding agent s identification number 12 13 Charitable deduction from income in compliance with Will or Trust instrument 13 13 Have expenses of administration or selling expenses been deducted for federal estate tax purposes? 14 Attorney accountant and return preparer fees Enter on Schedule D page 2 14 14 Did you as fiduciary withhold on income distributions made to nonresident beneficiaries? 15 Does the estate/trust elect to recognize the gain (loss) on a distribution of property under section IRC 643(e)(3)? 15 Other deductions not subject to 2% floor Enter on Schedule D page 2 15 16 Allowable miscellaneous itemized deductions Enter on Schedule D page 2 16 17 Total deductions (Add lines 10 through 16 ) 17 18 Balance (Subtract line 17 from line 9 ) 18 19 Distributions to beneficiaries Complete Schedule B on page 2 or attach federal Schedule K 1 19 2 Ordinary dividend income 2 2 Social Security Number 2 20 Federal estate tax attributable to income in respect of a decedent (fiduciary s share) 20 2013 IA 1041 21 Total (Add lines 19 and 20 ) 21 22 Taxable income of fiduciary (Subtract line 21 from line 18 ) Must be zero on final return 22 23 Compute tax from rate Schedule E page 2 23 24 Iowa lump sum tax Attach federal Schedule 4972 24 25 Iowa minimum tax Attach IA 6251 25 26 Tax before credits (Add lines 23 through 25 ) 26 27 Personal exemption credit This is a nonrefundable credit 27 28 Out of state or nonresident tax credit 29 Motor fuel tax credit Attach Schedule IA 4136 29 3 Address 3 3 Decedent s business or occupation: 4 Decedent s age at death: 3 Income from partnerships and other fiduciaries Attach supporting schedule 3 30 Other credits Attach IA 148 Tax Credits Schedule 30 31 Total credits (Add lines 27 through 30 ) 31 32 Tax liability (Subtract line 31 from 26 ) 32 33 Tax paid with additional Iowa Fiduciary Income Tax Payment Voucher 33 34 Refund If line 33 is larger than line 32 enter the difference 34 35 Amount due If line 33 is less than line 32 enter the difference 35 4 Iowa resident (Yes/No) 4 4 Net rents and royalties 4 40 00 5 Net business and farm income (loss) Attach Schedules C or C EZ and F federal form 1040 5 5 Net short term capital gain 5 5 Was a decedent s final return filed? 6 Net gain (loss) from capital assets 6 6 Net long term capital gain (100%) 6 7 Depreciation and depletion 7 7 Did decedent file IOWA return(s) up to the date of death? 7 Ordinary gains (losses) Attach federal form 4797 7 8 Enter decedent s name and address: 8 Ordinary income subject to Iowa income tax 8 8 Other income State nature of income 8 9 Income not subject to Iowa income tax 9 9 Name and Social Security Number of decedent s spouse if any: 9 Total income (Add lines 1 through 8 ) 9 Address Attach copy of out of state return and Attorney s Phone Number Authorization is granted to the attorney listed above to receive confidential tax information under Iowa Code section 421 60 to act as the trust Bankruptcy Estate Beneficiary A Beneficiary B Beneficiary C TOTALS Check one: Complete lines 23 32 Nonresidents also complete Schedule C and enter on line 28 Complex Trust COMPUTED TAX Date of decedent s death DECLARATION: The undersigned hereby certifies and declares that this return and any schedules or papers attached hereto has been duly examined; that to the best DEDUCTIONS Estate estate is pending Fiduciary Schedules A B D and E For Calendar Year 2013 or fiscal year beginning 2013 and ending 20 If trust check one: Inter Vivos Iowa County in which Iowa Department of Revenue Iowa Fiduciary Return Is an Iowa 706 being filed? Is this an amended IA 1041? knowledge and belief of the undersigned it is a true correct and complete return for the taxable year as required by the income tax law of the State of Iowa and the rules and Line No Explanation Amount Mail to: Fiduciary Return Processing Iowa Department of Revenue PO Box 10467 Des Moines IA 50306 0467 Mailing Address (city state ZIP) Probate No Name Address and Title of Fiduciary Decedent s Social Security Number Name of Attorney Name of Estate or Trust Federal Employer ID Number No 6 Did will of decedent create trust? No Have prior returns been filed for this estate or trust? No If no attach earnings statement or explanatory affidavit No Is an audit now in process? No Is Income Tax Certificate of Acquittance requested? or estate s representative before the Iowa Department of Revenue and to make written or oral presentations on behalf of the trust or estate Over But Not Over Tax Rate Over REGARDING IOWA NONRESIDENT INC11 Iowa income tax withheld if any 11 regulations issued under authority thereof Note: State tax information may be disclosed to tax officials of another state or of the United States for tax administrative purposes Schedule A Background Information: Answer all applicable questions Schedule B Beneficiaries Shares of Income and Credits: Attach additional pages as necessary In lieu of Sch B attach federal Sch K 1 Schedule D Explanation of Expenses Schedule E Tax Rates 63 001b (09/11/13) Schedule IA 130 or IA 1041 Schedule C 28 SIGN HERE Signature of fiduciary or officer representing fiduciary Date When you pay by check you authorize the Department of Revenue to convert Signature of preparer other than fiduciary Preparer s ID No Simple Trust Staple payment and voucher here TAX DUE Taxable Income Of Excess Testamentary www iowa gov/tax