Federal U.S. Income Tax Return for Qualified Funeral Trusts

U.S. Income Tax Return for Qualified Funeral Trusts
2023 Form 1041-QFT
Form

1041-QFT

Department of the Treasury
Internal Revenue Service

1

2023

Go to www.irs.gov/Form1041QFT for instructions and the latest information.

For calendar year 2023 or short year beginning

Part I

OMB No. 1545-1593

U.S. Income Tax Return for Qualified Funeral Trusts
, 2023, and ending

, 2023.

General Information
2 Employer identification number (EIN)

Name of trust or other entity filing return

3a Name and title of trustee
3b Number, street, and room or suite no. (If a P.O. box, see the instructions.)

3c City or town, state, and ZIP code
5

Check applicable boxes:
Initial return

Part II

Amended return

Final return

Change in the fiduciary or fiduciary’s name

Change in fiduciary’s address

Tax Computation
Interest income . . . . . . . . . . . . .
Tax-exempt interest. Don’t include on line 1a . . .
Total ordinary dividends . . . . . . . . . .
Qualified dividends . . . . . . . . . . . .
Capital gain or (loss) (attach Schedule D (Form 1041))
Other income. List type and amount

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1b
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2b
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1a

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2a

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3
4

5

Total income. Combine lines 1a, 2a, 3, and 4

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5

6
7
8
9

Taxes . . . . . . . . . . . . .
Trustee fees . . . . . . . . . . .
Attorney, accountant, and return preparer fees
Other deductions . . . . . . . . .

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6
7
8
9

10

Total deductions. Add lines 6 through 9 .

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10

11

Taxable income. Subtract line 10 from line 5 .

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11

12
13

Tax. (If this is a composite return, check here
) .
Credits (see instructions). Specify the credits claimed

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12
13

14
15
16
17
18
19
20

Subtract line 13 from line 12 . . . . . . . . . . . . . . . . . . . . .
Net Investment Income Tax from Form 8960, line 21 . . . . . . . . . . . . .
Total tax. Add lines 14 and 15 . . . . . . . . . . . . . . . . . . . .
Payments (see instructions) . . . . . . . . . . . . . . . . . . . . .
Elective payment election amount from Form 3800 . . . . . . . . . . . . .
Tax due. If the total of lines 17 and 18 is smaller than line 16, enter amount owed . . .
Overpayment. If the total of lines 17 and 18 is larger than line 16, enter amount overpaid

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14
15
16
17
18
19
20

21

Amount of line 20 to be: a Credited to 2024 estimated tax

Income

1a
b
2a
b
3
4

Deductions
Tax and Payments

4 Number of QFTs included on this return

Sign
Here
Paid
Preparer
Use Only

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b Refunded

21

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge
and belief, it is true, correct, and complete. Declaration of preparer (other than trustee) is based on all information of which preparer has any knowledge.

Signature of trustee or officer representing trustee
Print/Type preparer’s name

Preparer’s signature

May the IRS discuss this return
with the preparer shown below?
See instr.
Yes
No

Date
Date

Firm’s name

Firm’s EIN

Firm’s address

For Paperwork Reduction Act Notice, see instructions.

Check
if PTIN
self-employed

Phone no.
Cat. No. 25368F

Form 1041-QFT (2023)