Michigan Fiduciary Withholding Tax Schedule

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Fiduciary Withholding Tax Schedule
2023 Michigan Fiduciary Withholding Tax ScheduleReset Form

MI-1041 Schedule W

Michigan Department of Treasury
5029 (Rev. 02-23)

2023 MICHIGAN Fiduciary Withholding Tax Schedule
Issued under authority of Public Act 281 of 1967, as amended.

Type or print in blue or black ink.
If Michigan fiduciary income tax was withheld in 2023, complete a Fiduciary Withholding Tax Schedule (Form MI-1041 Schedule W) to
claim the withholding on the Fiduciary Income Tax Return (MI-1041, line 20). Include the completed MI-1041 Schedule W and all
supporting withholding documents with Form MI-1041. If additional space is needed, include another MI-1041 Schedule W.
1. Name of Estate or Trust

2. Federal Employer Identification No. (FEIN)

TABLE 1: MICHIGAN TAX WITHHOLDING
A

Payer’s Federal Identification No.
(Example: 38-1234567)

B
Payer’s Name

Income Amount

Michigan Income
Tax Withheld

TOTAL. Add column D. Enter here and carry to MI-1041, line 20..................................................

Instructions for MI-1041 Schedule W, Fiduciary Withholding Tax Schedule

MI-1041 Schedule W is designed to report Michigan fiduciary
income tax withholding. If withholding is claimed and the
MI-1041 Schedule W is not provided, the processing of the
return may be delayed.
Completing the Withholding Table

Complete the withholding table from W-2s, 1099s, and
any other documents that report Michigan tax withheld. If
additional space is needed, include another copy of the MI-1041
Schedule W.

Withholding on income of a trust or estate must be claimed
by the trust or estate and cannot be claimed by a beneficiary.
Fiduciaries may provide a Form MI W-4P to notify pension
administrators of the correct amount of Michigan income
tax, if any, to withhold from pension or annuity distributions
made to the trust or estate.

Extracted from PDF file 2023-michigan-mi-1041-schedule-w.pdf, last modified December 2014

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More about the Michigan MI-1041 (Schedule W) Individual Income Tax TY 2023

MI-1041 Schedule W is used to report Michigan Fiduciary Income Tax Withholding.

We last updated the Fiduciary Withholding Tax Schedule in February 2024, so this is the latest version of MI-1041 (Schedule W), fully updated for tax year 2023. You can download or print current or past-year PDFs of MI-1041 (Schedule W) directly from TaxFormFinder. You can print other Michigan tax forms here.

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Related Michigan Individual Income Tax Forms:

TaxFormFinder has an additional 97 Michigan income tax forms that you may need, plus all federal income tax forms. These related forms may also be needed with the Michigan MI-1041 (Schedule W).

Form Code	Form Name
MI-1041	Fiduciary Income Tax Return
MI-1041-V	Fiduciary Income Tax Payment Voucher
MI-1041ES	Estimated Income Tax for Fiduciary and Composite Filers
MI-1041 (Schedule NR)	Fiduciary Nonresident Schedule
MI-1041D	Adjustments of Capital Gains and Losses

Download all MI tax forms View all 98 Michigan Income Tax Forms

Form Sources:

Michigan usually releases forms for the current tax year between January and April. We last updated Michigan MI-1041 (Schedule W) from the Department of Treasury in February 2024.

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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 Michigan MI-1041 (Schedule W)

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

2023 MI-1041 (Schedule W)

2023 Michigan Fiduciary Withholding Tax Schedule

2022 MI-1041 (Schedule W)

2022 Michigan Withholding Tax Schedule

2021 MI-1041 (Schedule W)

2021 Michigan Fiduciary Withholding Tax Schedule

TaxFormFinder Disclaimer:

While we do our best to keep our list of Michigan Income Tax Forms up to date and complete, we cannot be held liable for errors or omissions. Is the form on this page out-of-date or not working? Please let us know and we will fix it ASAP.