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The Trust and Estate Form 1041 Income Tax (TEIT) Return Burden Survey is an important project that can benefit you and other Form 1041 filers. We hear from taxpayers that the Form 1041 reporting requirements are time consuming and expensive. We are conducting a survey of randomly selected trusts and estates to learn more about those costs.

Table 1. Estate Tax Returns Filed in 2013 [1], by Tax Status and Size of Gross Estate [All figures are estimates based on a sample--money amounts are in thousands of dollars.]

Table 2. Nonresident Alien Estate Tax Returns with Treaty Status Filed in 2013, by Tax Status and Size of U.S. Gross Estate [Money amounts are in whole dollars.]

International Tax Statistics Nonresident Alien Estate Tax Returns

The U.S. Income Tax Return for Estates and Trusts (Form 1041) is used to report the income, deductions, gains, and losses of estates and trusts, as well as distributions to beneficiaries and income tax liability. Entities are classified into types based on their purpose.

You have been selected as part of a small group of people to share your experiences with completing the Form 706, Estate Transfer Tax Return. Your participation is a unique opportunity to help policymakers in Congress understand the real impact of tax laws on the time and money it takes to do your taxes.

SOI Tax Stats - Income from Trusts and Estate Form 1041 Revisions

Tax Stats Form 706-NA Table 2

2013 SOI Bulletin Federal Estate Tax Returns Filed for Nonresident Aliens, 2009–2011

2013 SOI Spring Bulletin Federal Estate Tax Returns Filed for Nonresident Aliens, 2009–2011