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Federal Free Printable 2018 Schedule J (Form 1041) for 2019 Federal Accumulation Distribution for Certain Complex Trusts

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Accumulation Distribution for Certain Complex Trusts
2018 Schedule J (Form 1041)

SCHEDULE J (Form 1041) Accumulation Distribution for Certain Complex Trusts Department of the Treasury Internal Revenue Service Name of trust Part I ▶ Go OMB No. 1545-0092 2018 ▶ Attach to Form 1041. to www.irs.gov/Form1041 for instructions and the latest information. Employer identification number Accumulation Distribution in 2018 Note: See the Form 4970 instructions for certain income that minors may exclude and special rules for multiple trusts. 1 2 3 Other amounts paid, credited, or otherwise required to be distributed for 2018 (from Form 1041, Schedule B, line 10) . . . . . . . . . . . . . . . . . . . . . . . . . . . Subtract line 3 from line 2. If zero or less, enter -0- 5 Accumulation distribution for 2018. Subtract line 4 from line 1 Part II 7 Distributable net income (see the instructions) . . . . . Distributions (see the instructions) . . . . . . Subtract line 7 from line 6 Enter amount from page 2, line 25 or line 31, as applicable . . . . . . Undistributed net income. Subtract line 9 from line 8 . 10 Enter amount of prior accumulation distributions thrown back to any of these years . . . . . . . . 11 12 Subtract line 11 from line 10 . 12 13 Allocate the amount on line 5 to the earliest applicable year first. Do not allocate an amount greater than line 12 for the same year (see the instructions) . . . . . . 13 14 Divide line 13 by line 10 and multiply result by amount on line 9 . . . . . . . . 14 15 Add lines 13 and 14 15 16 Tax-exempt interest included on line 13 (see the instructions) . . . . . . 16 Subtract line 16 from line 15 . 17 17 . . . . . . . . . . . . . . . 4 . . . . . . . . . . . . . 5 . . . . Throwback year ending Throwback year ending Throwback year ending Throwback year ending Throwback year ending 7 9 11 . 6 8 10 . 3 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).) 6 2 Distributable net income for 2018 (from Form 1041, Schedule B, line 7) . . . . Income required to be distributed currently for 2018 (from Form 1041, Schedule B, line 9) . . . . . . . . . . . . . . . . . . . . . . . . . . 4 1 8 9 For Paperwork Reduction Act Notice, see the Instructions for Form 1041. Cat. No. 11382Z Schedule J (Form 1041) 2018 Page 2 Taxes Imposed on Undistributed Net Income (Enter the applicable throwback years below.) (See the instructions.) Schedule J (Form 1041) 2018 Part III 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. 18 19 20 21 22 23 24 Regular tax . . . . . . Trust’s share of net short-term gain . . . . . . . . Trust’s share of net long-term gain . . . . . . . . Add lines 19 and 20 . . . Taxable income . . . . . Enter percent. Divide line 21 by line 22, but do not enter more than 100% . . . . Multiply line 18 by the percentage on line 23 . . . Throwback year ending Throwback year ending Throwback year ending Throwback year ending Throwback year ending 18 19 20 21 22 23 % % % % % % % % % % 24 25 Tax on undistributed net income. Subtract line 24 from line 18. Enter here and on page 1, line 9 . . . . . Do not complete lines 26 through 31 unless the trust elected the alternative tax on long-term capital gain. 26 27 Tax on income other than long-term capital gain . . . Trust’s share of net short-term gain . . . . . . . . 28 Trust’s share of taxable income less section 1202 deduction . . . . . . . 29 Enter percent. Divide line 27 by line 28, but do not enter more than 100% . . . . Multiply line 26 by the percentage on line 29 . . . 30 31 Tax on undistributed net income. Subtract line 30 from line 26. Enter here and on page 1, line 9 . . . . . Part IV 25 26 27 28 29 30 31 Allocation to Beneficiary Note: Be sure to complete Form 4970, Tax on Accumulation Distribution of Trusts. Beneficiary’s name Identifying number Beneficiary’s address (number and street including apartment number or P.O. box) (a) This beneficiary’s share of line 13 City, state, and ZIP code 32 33 34 35 36 37 Throwback year . . . . . Throwback year . . . . . Throwback year . . . . . Throwback year . . . . . Throwback year . . . . . Total. Add lines 32 through 36. Enter here lines of Form 4970 . . . . . . . . . . . . . . . . . . . . . . . and on . . . . . . . . the . . . . . . . . . . . . . . . . . . . . . appropriate . . . . (b) This beneficiary’s share of line 14 (c) This beneficiary’s share of line 16 32 33 34 35 36 37 Schedule J (Form 1041) 2018
Extracted from PDF file 2018-federal-1041-schedule-j.pdf, last modified October 2018

More about the Federal 1041 (Schedule J) Individual Income Tax TY 2018

We last updated the Accumulation Distribution for Certain Complex Trusts in December 2018, so this is the latest version of 1041 (Schedule J), fully updated for tax year 2018. You can download or print current or past-year PDFs of 1041 (Schedule J) directly from TaxFormFinder. You can print other Federal tax forms here.


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Related Federal Individual Income Tax Forms:

TaxFormFinder has an additional 774 Federal income tax forms that you may need, plus all federal income tax forms. These related forms may also be needed with the Federal 1041 (Schedule J).

Form Code Form Name
1041 (Schedule D) Capital Gains and Losses
1041 (Schedule I) Alternative Minimum Tax - Estates and Trusts
1041 (Schedule K-1) Beneficiary's Share of Income, Deductions, Credits, etc.

Download all  tax forms View all 775 Federal Income Tax Forms


Form Sources:

The Internal Revenue Service usually releases income tax forms for the current tax year between October and January, although changes to some forms can come even later. We last updated Federal 1041 (Schedule J) from the Internal Revenue Service in December 2018.

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About the Individual Income Tax

The IRS and most states collect a personal income tax, which is paid throughout the year via tax withholding or estimated income tax payments.

Most taxpayers are required to file a yearly income tax return in April to both the Internal Revenue Service and their state's revenue department, which will result in either a tax refund of excess withheld income or a tax payment if the withholding does not cover the taxpayer's entire liability. Every taxpayer's situation is different - please consult a CPA or licensed tax preparer to ensure that you are filing the correct tax forms!

Historical Past-Year Versions of Federal 1041 (Schedule J)

We have a total of eight past-year versions of 1041 (Schedule J) in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:


2018 1041 (Schedule J)

2018 Schedule J (Form 1041)

2017 1041 (Schedule J)

2017 Schedule J (Form 1041)

2016 1041 (Schedule J)

2016 Form 1041 (Schedule J)

Accumulation Distribution for Certain Complex Trusts 2015 1041 (Schedule J)

2015 Form 1041 (Schedule J)

Accumulation Distribution for Certain Complex Trusts 2014 1041 (Schedule J)

2014 Form 1041 (Schedule J)

Accumulation Distribution for Certain Complex Trusts 2013 1041 (Schedule J)

2013 Form 1041 (Schedule J)

Accumulation Distribution for Certain Complex Trusts 2012 1041 (Schedule J)

2012 Form 1041 (Schedule J)

Accumulation Distribution for Certain Complex Trusts 2011 1041 (Schedule J)

2011 Form 1041 (Schedule J)


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