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Printable Form Instructions 1041 Allegheny Pennsylvania: What You Should Know

In 2018, changes were made to the 2023 Form 1041 and the 1040. You can download the new 2023 Form 1041, U.S. Income Tax Return for Estates and Trusts, as of December 2023 at the following link: 2021 Instructions for Form 1041 AND Schedules A 2018 Income Tax Return for Estates and Trusts You must use the 2023 Form 1041 and Schedule A to file your Pennsylvania income tax return if you will die in 2023 or later. This section shows the 2 versions of Form 1041 and Schedule A. A different version of the 1040 is required for estates worth more than 1 million; for example, estates worth more than 10 million and worth 200,000 in 2017, in 2018, and at any time before their estates exceed 1 million. See a breakdown of which version of the 1040 to use if you file under these conditions. The 2023 version of Form 1041 is available in electronic, paper, and hard copy forms. If you do not have any of these versions of the 1041: Form 8606, United States Gift Tax Return; Form 8582, U.S. Gift (including Generation-Skipping Transfer) Election; Form 8862, U.S. Deceased Trust and Estate Tax Payment Deadline; or Form 1116, U.S. Estate Tax Return or Fiduciary Income Tax Return, then the 2023 version of Form 1041 is the return to file. The 2023 version of Form 1041 is available in electronic, paper, and hard copy forms. If you are filing for the first time, use the following form or use whichever return is most convenient. The forms on this page are just examples. Other versions of the 1041, 1040, and 1041-F may be required if you have special filing requirements. See the summary of filing requirements on page 13.

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