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Form 1041-QFT: Qualified Funeral Trusts

by Lacerte Tax 2018 Updated 1 year ago

To Generate Form 1041-QFT:

  1. Go to Screen 1, Client Information.
  2. Set Type of Entity to Qualified Funeral Trust.
  3. Additional entries are in Screen 2.1, Miscellaneous Information, in the 1041-QFT section.

Estimated Taxes:

  • If you expect to owe at least $1,000 in estimates.
  • Safe Harbors of: 90% of current year's tax, or 100/110% of last year's tax.
Lacerte Tax

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