File Form 1041 Online — Estates & Trusts
Guided fiduciary income tax filing with beneficiary K-1s included.
Choose a filing
Form 1041 — Estates & Trusts
Guided fiduciary income tax filing with beneficiary K-1s included.
Start Form 1041 →Form 7004 — Business Extension
Get an automatic extension of time to file your business tax return.
Start Extension →Form 709 — Gift Tax Return
Report gifts to people, charities and trusts, split gifts with your spouse, and report generation-skipping transfers. The tax and credits are computed for you.
Start Form 709 →What Is IRS Form 1041?
IRS Form 1041 is the U.S. Income Tax Return for Estates and Trusts. Executors, trustees, and other fiduciaries use it to report the income, deductions, and distributions of a decedent’s estate or a trust — with a Schedule K-1 issued to every beneficiary who receives distributions.
Deadline: Calendar-year estates and trusts file Form 1041 by April 15; fiscal-year estates file by the 15th day of the 4th month after year end.
What Is IRS Form 7004?
IRS Form 7004 is the Application for Automatic Extension of Time to File certain business income tax and information returns. Filing it by your return’s due date gives most businesses an automatic extension — no explanation required.
Deadline: File Form 7004 on or before the original due date of the return you are extending.
What Is IRS Form 709?
IRS Form 709 is the United States Gift (and Generation-Skipping Transfer) Tax Return. An individual files it to report gifts made during the year that are larger than the annual exclusion. Most people who file owe no gift tax — the return records the gift against their lifetime credit.
Deadline: Form 709 is due April 15 of the year after the gift. An extension of your income tax return also extends your gift tax return.
Why File With File1041?
Accuracy
Built-in validation helps catch common errors before submission
Speed
Streamlined process designed for efficient completion
Support
Knowledgeable support team available during business hours
Compliance
Platform built to meet current IRS filing requirements
Frequently Asked Questions
Do I need a CPA to file Form 1041?
Not necessarily. Our guided flow walks fiduciaries through income, deductions, and distributions step by step, prepares the beneficiary K-1s, and e-files the return — at a flat fee well below typical CPA engagements.
Are beneficiary K-1s included?
Yes. Schedule K-1s for every beneficiary are generated as part of the return at no extra cost.
Is the Form 7004 extension really automatic?
Yes — if it is filed on time with the correct return code, the extension is automatic and the IRS only contacts you if the request is disallowed.
Does Form 7004 extend my time to pay?
No. It extends the time to file the return. Any tax owed is still due by the original deadline, and you can include a payment when e-filing.
Do I owe tax if I have to file Form 709?
Usually not. A gift over the annual exclusion is subtracted from your lifetime credit, and tax is due only after that credit is used up. The return is how the IRS keeps track.
Can my spouse and I file one gift tax return?
No. Each spouse files a separate Form 709. If you agree to split gifts, each of you reports half, and the consenting spouse signs a Notice of Consent that is attached to the return.
Which gift tax returns can I file here?
Every schedule of Form 709: gifts to people, charities and trusts (Schedule A), earlier gift tax returns (Schedule B), a deceased spouse’s unused exclusion (Schedule C) and generation-skipping transfers (Schedule D), with the elections and statements each one needs and your supporting PDFs attached. The one exception is Form 709-NA, the separate return for donors who are neither U.S. citizens nor residents.
IRS-approved platform built for tax compliance · Secure platform with industry-standard data protection
Customer support available to help guide you through the process