Free 2008 TC-41, Utah Fiduciary Income Tax Return - Utah

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41081

Utah Fiduciary Income Tax Return
Get forms online - tax.utah.gov

2008
TC-41
_____

If fiscal year, enter ending date (mmyy)

Mark "X" if you filed federal form 8886 _____

9998
Mark "X" if this Full name of the estate or trust is a new address: _____ Mark "X" if this is a final return: _____ Name of fiduciary Fiduciary's address City State Zip code

FOR AMENDED RETURN - ENTER CODE (1 - 5) from page 2 of instructions
FEIN or SSN of estate or trust

_____ Mark "X" if this is a SSN

Foreign country, if not U. S. 3. Mark "X" if this estate or trust has any nonresident _____ beneficiaries

1. Enter code for type of return

2. Enter status code

A= Bankruptcy estate Ch 7 _____ B= Bankruptcy estate Ch 11 C= Complex trust D= Qualified disability trust
PAPER CLIP FORMS W-2 OR TC-675R HERE

E= Decedent' s estate S= Simple trust F= Qualified funeral trust (QFT) T= ESBT G= Grantor type trust H= Charitable trust

R= Resident N= Nonresident

_____

4. Federal total income from federal form 1041 line 9 or 1041-QFT line 5 5. Additions to income from TC-41A, Part 1. Only include amounts that will be taxed at the trust level (see page 4) 6. Total adjusted income (add lines 4 and 5) 7. Fiduciary fees for administering trust and deducted on federal return (1041, line 12) 8. Income distribution deduction (1041, line 18) (do not include cemetery perpetual care fund fees under IRC 642) 9. Estate tax deduction including certain generation-skipping taxes (1041, line 19) 10. Exemption (1041, line 20) 11. Deductions from income from TC-41A, Part 2. Only include amounts that apply to income taxed at the trust level (see page 5). 12. Total deductions (add lines 7 through 11) 13. Utah taxable income (subtract line 12 from line 6 - if less than zero, enter "0") 14. Utah tax (multiply line 13 by .05 (5%)) 15. Allowable deductions for estate or trust credit (from worksheet on page 7 of instr.) 16. Initial estate or trust credit before phase-out (multiply line 15 by .06 (6%)) 17. Phase-out base amount 18. Income subject to phase-out (subtract line 17 from line 13 - if less than zero, enter "0") 19. Phase-out amount (multiply line 18 by .013) 15 16 17 18 19

4 5 6 7 8 9 10 11 12 13 14

12,000

20. Estate or trust tax credit (subtract line 19 from line 16 - if less than zero, enter "0") 21. Utah income tax (subtract line 20 from line 14 - if less than zero, enter "0") 22. Apportionable nonrefundable credits from TC-41A, Part 3 (page 7) 23. Subtract line 22 from line 21 (if less than zero, enter "0")

20 21 22 23

Non or part-year resident estate or trusts, complete TC-41B before continuing on page 2

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24. Enter tax (full-year resident estate or trust, enter tax from line 23 - non or part-year resident estate or trust, enter tax from TC-41B, line 18) 25. Nonapportionable nonrefundable credits from form TC-41A, Part 4 (page 8) 26. Subtract line 25 from line 24 (if less than zero, enter "0") 27. Amended returns only - previous refund (page 11) 28. Utah use tax (page 11) 29. Total tax, additions and use tax (add lines 26 through 28) 30. Utah income tax withheld (page 11) 31. Credit for Utah fiduciary tax prepaid (from form TC-548) (page 12) 32. Amended return only - previous payments (page 12) 33. Refundable credits from form TC-41A, Part 5 (page 12) 34. Total withholding and refundable credits (add lines 30 through 33) 35. Tax due - if line 29 is greater than line 34, subtract line 34 from line 29 (page 13) 36. Penalties and interest (page 13) 37. Pay this amount (add lines 35 and 36) 38. Refund - if line 34 is greater than line 29, subtract line 29 from line 34 (page 14) 39. Enter the amount of refund you want applied to your 2009 fiduciary tax (page 14) 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39

Under penalties of perjury, I declare to the best of my knowledge and belief, this return and accompanying schedules are true, correct and complete. EIN/SSN of fiduciary Date Signature of fiduciary or officer representing estate or trust Mark "X" if the Tax Commission may SIGN _____ discuss this return with preparer HERE shown below (see page 14) Date Preparer' s SSN or PTIN Preparer' s telephone number Preparer' s signature (page 14) Paid Preparer's Firm' s name and address Preparer' s EIN Section Mail this return and any payment due (with TC-549 coupon) to: Utah State Tax Commission, 210 N 1950 W, SLC, UT 84134-0250