Free 2006 Utah Fiduciary Income Tax Return, TC-41 - Utah

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41061

Utah State Tax Commission 210 N 1950 W, Salt Lake City, Utah 84134 (801) 297-2200 or 1-800-662-4335

2006
TC-41
Rev. 12/06

Utah Fiduciary Income Tax Return
Get forms online - tax.utah.gov

If fiscal year, enter ending date (mm/yy)

Enter "X" if you filed federal form 8886

9999
Enter "X" if Final Return
Full name of the estate or trust Name of fiduciary Check box if this is a SSN Fiduciary's address City 1. Enter code for type of return State Zip code 2. Enter status code FEIN or SSN of fiduciary Foreign country, if not U. S. 3. Enter "X" if this estate or trust has any nonresident beneficiaries

FOR AMENDED RETURN - ENTER CODE (1 - 5) from page 2 of instructions
FEIN or SSN of estate or trust

A= Bankruptcy estate Ch 7 B= Bankruptcy estate Ch 11 C= Complex trust D= Qualified disability trust PAPER CLIP FORMS W-2 OR TC-675R HERE

E= Decedent estate S= Simple trust F= Qualified funeral trust (QFT) T= ESBT G= Grantor trust H= Charitable trust

R= Resident N= Nonresident

4. Federal taxable income from federal form 1041 line 22 or 1041-QFT line 12 (or Schedule A, line 10) 5. Additions to income from Schedule S, Part 1 (page 4) 6. Total adjusted income (add lines 4 and 5) 7. One-half of federal tax liability on federal return (see page 5) 8. Other deductions from Schedule S, Part 2 (page 5) 9. Total deductions (add lines 7 and 8) 10. Utah taxable income (subtract line 9 from line 6) 11. Utah tax (compute from rate schedule on page 15 using the amount on line 10) 12. Nonrefundable credits from Schedule S, Part 3 (page 6) 13. Subtract line 12 from line 11 (if line 12 is greater than or equal to line 11, enter zero) 14. AMENDED RETURNS ONLY (refund received on original return, page 9) 15. Utah use tax (see page 9) 16. Total tax, additions and use tax (add lines 13, 14 and 15) 17. Utah tax withheld (see page 9) 18. Credit for Utah income taxes prepaid (from form TC-548) (page 9) 19. AMENDED RETURNS ONLY (tax paid on original return, page 9) 20. Refundable credits from Schedule S, Part 4 (page 10) 21. Total withholdings and credits (add lines 17 through 20) 22. Tax Due - if line 16 is greater than line 21, subtract line 21 from line 16. 23. Penalty and Interest (page 10) 23a. TAX DUE add line 23a Total amount due to line 22 REFUND 17 18 19 20 7 8

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24. Refund - if line 21 is greater than line 16, subtract line 16 from line 21.

Under penalties of perjury, I declare to the best of my knowledge and belief, this return and accompanying schedules are true, correct and complete. Date signed EIN of administrator of fiduciary Signature of fiduciary or officer representing estate or trust Enter "X" if the Tax Commission may SIGN discuss this return with preparer HERE shown below (see page 11) Date signed Preparer' s telephone number Preparer' s Social Security no. or PTIN Preparer' s signature (page 12) Paid Preparer's Firm' s name and address Preparer' s EIN Section Mail this return and any payment due (with TC-549 coupon) to: Utah State Tax Commission, 210 N 1950 W, SLC, UT 84134-0250

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41062 Schedule A ­ Nonresident Estate or Trust (computation of federal taxable income)
To be completed by all nonresident estates or trusts. 1. Total income from federal form 1041 line 9 or 1041-QFT line 5 2. Ordinary income derived from Utah sources (attach schedule - page 13) 3. Utah capital gain or (loss) (attach schedule ­ page 13) 4. Total income derived from Utah sources (add lines 2 and 3) 5. Percent of total federal income derived from Utah sources (line 4 divided by line 1 - not greater than 100%) 6. Deductions from federal form 1041or 1041-QFT directly allocable to Utah income (page 13) 7. Deductions from federal form 1041 or 1041-QFT not allocable to any specific income (page 13) 7 8. Allocable amount (line 7 multiplied by line 5) 9. Total deductions allocable to Utah income (add lines 6 and 8) 10. Federal taxable income derived from Utah sources (line 4 less line 9). Enter here and on line 4 on front of form

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00
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Schedule S - Supplemental Schedule
PART 1: ADDITIONS TO INCOME (see codes and descriptions on page 4) Code Amount PART 2: OTHER DEDUCTIONS (see codes and descriptions on page 5) Code Amount

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Total additions to income (enter total on page 1, line 5)

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Total other deductions (enter total on page 1, line 8) If deducting Native American Income (code 77), write the enrollment number and tribe code. Enrollment number

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00
Tribe code

PART 3: NONREFUNDABLE CREDITS (see codes and descriptions on page 6) PART 4: REFUNDABLE CREDITS (see codes and descriptions on page 10) Code Amount Code Amount

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Total nonrefundable credits (enter total on page 1, line12)

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Total refundable credits (enter total on page 1, line 20)

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00

If claiming the Qualified Sheltered Workshop cash contribution credit (code 02), write the Qualified Sheltered Workshop name. Name

If claiming the Nonresident Shareholder' s WithholdingTax Credit (code 43), write the S corporation federal ID number. FEIN

PART 5: Credit for fiduciary income tax paid to another state (page 8). Enter code 17 and amount from line 7 below on Part 3, Nonrefundable Credits above. Complete a separate Part 5 for each state for which you are claiming a credit. 1. Total income taxed in state of: 00 1
2. Total income from federal form 1041 line 9 or 1041-QFT line 5 3. Percent other state income bears to total income (line 1 divided by line 2 - not greater than 100%) 4. Utah fiduciary tax as computed on line 11 on front of form 5. Credit limitation (line 4 multiplied by percent on line 3) 6. Fiduciary tax paid to state listed on line 1 7. Credit for fiduciary taxes paid to other state (line 5 or 6, whichever is less) Enter code 17 and credit on Sch. S, Part 3 above.

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