Forms schedules attachments 1041 20131202 - IRS

Form

Form Name/Dependency

Forms & Attachments Listing

1041

December 2, 2013

XML Document Name

Reference

T (TIMBER)

Forest Activities Schedule Currently Deductible Expenditures for Other Silvicultural Activities Schedule

DedExpendForOtherSilviculturalActivitiesSc Form Level h

W-2 W-2G

Wage and Tax Statement (Info Copy Only)

No Dependencies Certain Gambling Winnings (Info Copy Only)

No Dependencies

970 1040 (SCH C)

Application to Use LIFO Inventory Method

Adjustment Not Included in Income Over 3 AdjNotIncludedInIncomeOverThreeYearsEx Part II Line 6(c)

Years Explanation

plnStatement

Beginning Inventory Not Valued at Cost BeginningInventoryNotValuedAtCostExplnSt Part II Line 6(b)

Explanation

atement

BLSPriceIndexRepMonthStmt

Part V Line 21

BLS Price Index Representative Statement

CostSystemUsedStatement

Form Level

Cost System Used Statement

CreditReportIssuedStatement

Part II Line 8(a)

Credit Report Issued Statement

Detailed Analysis of All Inventories

DetailedAnalysisOfAllInventoriesStatement Part I Line 1

Statement

Goods Acquired at Below-Market Prices GoodsAcqAtBelowMrktPricesStmt

Part IV Line 14

Statement

Goods Not Treated as Acquired

GoodsNotTreatedAsAcquiredExplnStatemen Part II Line 7(a)

Explanation

t

Inventory Method Used For Prior Tax Year InventoryMethodUsedForPriorTaxYearExpln Form Level

Statement

Statement

Inventory Not Taken at Actual Cost

InventoryNotTakenAtActualCostExplnStatem Part II Line 9(a)

Explanation

ent

LIFO Computation Method for Dollar-Value LIFOCmptMthdForDollarValuePoolingAttach Part IV Line 16

Pooling Attachment

ment

LIFO Inventory Method Not Used For

LIFOInventoryMethodNotUsedForGoodsStat Part I Line 5

Goods Statement

ement

LIFO Inventory Method Used Before

LIFOInventoryMethodUsedBeforeStatement Part I Line 4(a)

Statement

MethodOfDefiningItemsStatement

Form Level

Method of Defining Items Statement

Opening and Closing Goods Comparison OpngAndClsGoodsComparisonStmt

Form Level

Statement

Other Dollar Value Method Used

OtherDollarValueMethodUsedExplnStateme Part IV Line 17

Explanation Statement

nt

Other goods inventory and LIFO methods OtherGoodsInventoryAndLIFOMethodExpln Part I Line 3(a)

used statement

Statement

OtherMethodUsedExplnStatement

Part III Line 12

Other Method Used Explanation

Other Table PPI Detailed Report

OtherTablePPIDetailedRptStmt

Part V Line 19

Statement

PoolingMethodStatement

Form Level

Pooling Method Statement

Profit or Loss From Business (Sole

Proprietorship)

Beginning Of Year Inventory Difference BeginningOfYearInventoryDifferenceStatem Line 35

Statement

ent

BinaryAttachment

Form Level

Binary Attachment

ChangeInValuationsStatement

Line 34

Change In Valuations Statement

Form1098DifferenceStatement

Line 16a

Form 1098 differences statement

Form 1098 Recipient Name And Address Form1098RecipientNameAndAddressState Line 16b

Statement

ment

IRS4562

Line 13

IRS Form 4562

IRS4562

Line 9

IRS Form 4562

IRS4562

Line Part V

IRS Form 4562

Attached To

1040 1040SSPR 1041 1065 1065B 1120 1120F 1120S 990 990EZ 990PF

Common Dependency

Yes

1040 1040A 1040EZ 1041

1040 1041

1040 1041 1065 1065B 1120 1120F 1120POL 1120S 990 990EZ 990PF

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

1040 1041

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

IRS Form 6198

IRS Form 8829

IRS Form T (Timber) Other Method Used To Value Closing Inventory Statement Net Profit From Business (Sole 1040 (SCH C-EZ) Proprietorship)

IRS6198

Line 32b

IRS8829

Line 30

IRSFormT

Line 12

OtherMethodUsedToValueClosingInventory Line 33c Statement

No Dependencies

1040 (SCH E)

Supplemental Income and Loss

Binary Attachment

Form 1098 differences statement Form 1098 Recipient Name And Address Statement

IRS Form 4562

IRS Form 4562

IRS Form 8582

IRS Form 8582

BinaryAttachment

Form Level

Form1098DifferenceStatement

Line 12

Form1098RecipientNameAndAddressState Line 13

ment

IRS4562

Line 18

IRS4562

Line 19

IRS8582

Line 28(f)

IRS8582

Line 33(c)

1040 (SCH F)

Profit or Loss From Farming

Commodity Credit Corporation Loan Detail CCCLoanDetailAccrualMethodStatement Part III Line 40a

Accrual Method Statement

Commodity Credit Corporation Loan Detail CCCLoanDetailCashMethodStatement

Part I Line 5a

Cash Method Statement

Explanation of Additional Interest

ExplanationOfAdditionalInterestDeductionSt Part II Line 21a

Deduction Statement

atement

Form1098RecipientsStatement

Part II Line 21b

Form 1098 Recipients Statement

Postponement Of Crop Insurance and

PostponementOfCropInsuranceAndDisaster Part I Line 6c

Disaster Payments Statement

PaymentsStatement

1040 (SCH H) 1041

Household Employment Taxes

BinaryAttachment

Form Level

Binary Attachment

U.S. Income Tax Return for Estates and

Trusts

AmendedReturnChanges

Line F

Amended return changes

BinaryAttachment

Form Level

Binary Attachment

DeductionsOtherCategoriesSchedule

Line 15a

Deductions other categories schedule

Electing Small Business Trust Tax

ElectingSmallBusinessTrustTaxComputation Schedule G Line 7

Computation Statement

Statement

Election to Treat Contributions As Paid in ElectionToTreatContributionsAsPaidInPriorT Form Level

Prior Tax Year Statement

axYearStatement

Estate Tax Deduction with IRD

EstateTaxDeductionWithIRDComputationSt Line 19

Computation

atement

General Dependency (attachment not

GeneralDependency

Form Level

identified on the form or instructions)

General Dependency Medium (attachment GeneralDependencyMedium

Form Level

not identified on the form or instructions)

General Dependency Small (attachment GeneralDependencySmall

Form Level

not identified on the form or instructions)

Grantor Type Trust Income and

GrantorTypeTrustIncomeAndDeductionsStat Line A

Deductions Statement

ement

InterestOnDeferredTaxStatement

Schedule G Line 7

Interest on Deferred Tax Statement

Interest Paid On Seller Provided Financing InterestPaidOnSellerProvidedFinancingState Other Information Line 5

Statement

ment

InterestReceivedOrAccruedStatement

Other Information Line 5

Interest Received or Accrued Statement

IRS1040ScheduleC

Line 3

IRS 1040 Schedule C

IRS1040ScheduleCEZ

Line 3

IRS 1040 Schedule CEZ

IRS1040ScheduleE

Line 5

IRS 1040 Schedule E

IRS1040ScheduleF

Line 6

IRS Form 1040 Schedule F

IRS1040ScheduleH

Schedule G Line 6

IRS 1040 Schedule H

IRS1041ScheduleD

Line 4

IRS Form 1041 Schedule D

IRS1041ScheduleD

Other Information Line 7

IRS Form 1041 Schedule D

IRS1041ScheduleI

Schedule G Line 1c

IRS Form 1041 Schedule I

Yes

Yes

Yes

Yes 1040 1041

1040 1041

Yes

Yes

Yes

Yes

Yes

Yes

Yes 1040 1041 1065 1065B 1120 1120F 1120S 990 990EZ 990PF

Yes

Yes

Yes

Yes

Yes 1040 1040SSPR 1041

Yes

1041 Yes

Yes

Yes

No

No

No

Yes

Yes

Yes

No

No

No

No

Yes

Yes

Yes

Yes

Yes

No

No

No

1041 (SCH D) 1041 (SCH I)

IRS1041ScheduleJ

Schedule B Line 11

IRS Form IRS Form 1041 Schedule J

IRS1041ScheduleK1

Line B

IRS Form 1041 Schedule K-1

IRS1099R

Form Level

IRS Form 1099-R

IRS1116

Schedule G Line 2a

IRS Form 1116

IRS2210

Form Level

IRS FORM 2210

IRS2210F

Form Level

IRS Form 2210F

IRS2439

Line 24f

IRS Form 2439

IRS3800

Schedule G Line 2b

IRS Form 3800

IRS4136

Line 24g

IRS Form 4136

IRS4255

Schedule G Line 5

IRS Form 4255

IRS4684

Line 15a

IRS Form 4684

IRS4797

Line 7

IRS Form 4797

IRS4952

Line 10

IRS Form 4952

IRS4970

Schedule G Line 7

IRS FORM 4970

IRS4972

Schedule G Line 1b

IRS Form 4972

IRS6198

Form Level

IRS Form 6198

IRS8082

Form Level

IRS Form 8082

IRS8275

Form Level

IRS Form 8275

IRS8275R

Form Level

IRS Form 8275-R

IRS8582

Form Level

IRS Form 8582

IRS8582CR

Form Level

IRS Form 8582-CR

IRS8611

Schedule G Line 5

IRS Form 8611

IRS8697

Form Level

IRS Form 8697

IRS8801

Schedule G Line 2c

IRS Form 8801

IRS8824

Form Level

IRS Form 8824

IRS8865

Form Level

IRS Form 8865

IRS8866

Form Level

IRS Form8866

IRS8873

Form Level

IRS Form 8873

IRS8886

Form Level

IRS Form 8886

IRS8912

Schedule G Line 2d

IRS Form 8912

IRS8938

Form Level

IRS Form 8938

IRS8960

Schedule G Line 4

IRS Form 8960

IRSW2

Form Level

IRS Form W-2

IRSW2G

Form Level

IRS Form W-2G

NOLDeductionStatement

Line 15b

Net Operating Loss Deduction Statement

OtherWithholdingStatement

Line 24e

Other Withholding Statement

PooledIncomeFundStatement

Line A

Pooled Income Fund Statement

SeparateShareRuleStatement

Schedule B Line 7

Separate Share Rule Statement

TaxExemptExpenseAllocationStatement Other Information Line 1

Tax Exempt Expense Allocation Statement

Capital Gains and Losses

BinaryAttachment

Form Level

Binary Attachment

IRS8949

Form Level

IRS Form 8949

Unrealized Appreciation Of Collectibles UnrealizedAppreciationOfCollectiblesStatem Form Level

Statement

ent

Alternative Minimum Tax (AMT)

1041 (SCH J)

No Dependencies Accumulation Distribution for Certain Complex Trusts

1041 (SCH K-1)

No Dependencies Beneficiary's Share of Income, Deductions, Credits, etc.

Agri-biodiesel producer credit statement Collectibles 28 Percent Rate Gain

AgriBiodieselProducerCreditStatement Collectibles28PctRtGainExplanation

Line 13 Line 4b

No No Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes No Yes No No No 1041 Yes Yes Yes 1041

1041

1041 Yes No

Explanation

Directly Apportioned Deductions

DirectlyApportionedDeductionsExplanation Line 9

No

Explanation

DomesticProductionActivityStatement

Line 14

Yes

Domestic Production Activity Statement

EstateTaxDeductionsExplanation

Line 10

No

Estate Tax Deductions Explanation

FinalYearDeductionsExplanation

Line 11

No

Final Year Deductions Explanation

ForeignTaxSchedule

Line 14

Yes

Foreign Tax Schedule

ForeignTransactionStatement

Line 14

Yes

Foreign Transaction Statement

InterestIncomeExplanation

Line 1

Yes

Interest Income Explanation

ItemizedOtherCreditsSchedule

Line 13

Yes

Itemized Other Credits Schedule

LowIncomeHousingCreditStatement

Line 13

Yes

Low income housing credit statement

NetLongTermCapitalGainExplanation

Line 4a

No

Net Long-Term Capital Gain Explanation

Net Rental Real Estate Income

NetRentalRealEstateIncomeExplanation Line 7

No

Explanation

NetShortTermCapitalGainExplanation

Line 3

No

Net Short-Term Capital Gain Explanation

OrdinaryBusinessIncomeExplanation

Line 6

No

Ordinary Business Income Explanation

OrdinaryDividendExplanation

Line 2a

Yes

Ordinary Dividends Explanation

Other adjustments and tax preference

OtherAdjustmentsAndTaxPreferenceItemsS Line 12

Yes

items schedule

chedule

Other Portfolio and NonBusiness Income OtherPortfolioAndNonBusinessIncomeExpla Line 5

No

Explanation

nation

OtherRecaptureCreditsSchedule

Line 13

Yes

Other Recapture Credits Schedule

OtherRentalIncomeExplanation

Line 8

No

Other Rental Income Explanation

QualifiedDividendExplanation

Line 2b

No

Qualified Dividends Explanation

RecaptureOfInvestmentCreditStatement Line 13

Yes

Recapture Of Investment Credit Statement

Renewable Electricity And Refined Coal RenewableElectricityAndRefinedCoalProduc Line 13

Yes

Production Credit Statement

tionCreditStatement

Section42j5Schedule

Line 13

Yes

Section 42(j)(5) Schedule

SmallEthanolProducerCreditStatement

Line 13

Yes

Small Ethanol Producer Credit Statement

SupplementalInformationStatement

Line 12

Yes

Supplemental Information Statement

SupplementalInformationStatement

Line 13

Yes

Supplemental Information Statement

SupplementalInformationStatement

Line 14

Yes

Supplemental Information Statement

SupplementalInformationStatement

Line 4c

Yes

Supplemental Information Statement

UnrecapturedSection1250GainSchedule Line 4c

Yes

Unrecaptured sectiion 1250 gain schedule

1040

1041

1065B

1120

1120F

Partner's Share of Income (Loss) From an

1120POL

1065B (SCH K-1) Electing Large Partnership

1120S

AtRiskActivitiesStatement

Form Level

Yes

At-Risk Activities Statement

ForeignTaxCrInformationSchd

Yes

Foreign Tax Credit Information Schedule

Gain Eligible For Section 1045 Rollover GainEligForSection1045RolloverStockNotRe

Yes

Stock Not Replaced Schedule

placedSchedule

Gain Eligible For Section 1045 Rollover GainEligForSection1045RolloverStockRepla

Yes

Stock Replaced Schedule

cedSchedule

IRS8886

Yes

IRS Form 8886

OilAndGasActivitiesStatement

Yes

Oil And Gas Activities Statement

PartnershipTaxYearChangeStatement

Form Level

Yes

Partnership Tax Year Change Statement

PartnersInversionGainStatement

Yes

Partner's Inversion Gain Statement

Qualified Nonrecourse Financing

QualifiedNonrecourseFinancingStatement Form Level

Yes

Statement

Schedule K-1 (1065B) Miscellaneous Item ScheduleK11065BMiscItemStmt

Yes

Statement

Section1202ExclusionStatement2

Yes

Section 1202 Exclusion Statement

1040

1041

1065

1065B

1120

1120S

990

990EZ

1065 (SCH D) Capital Gains and Losses

990PF

CostBasisStatement

Schedule D Part I Line 1b(e), Line 2(e), Line

Yes

3(e) and Part II Line 8b(e), Line 9(e) Line

1099R 1116

2210 2210F 2439 3115

Cost Basis Statement Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.

() 10(e)

No Dependencies

Foreign Tax Credit (Individual, Estate, or

Trust)

Alternative Basis Compensation Source AltBasisCompensationSourceStatement Line 1b

Statement

ElectionToUseExchangeRateStatement Form Level

Election to use Exchange Rate Statement

Financial Services Active Financing

FinancialServicesActiveFinancingIncomeSta Form Level

Income Statement

tement

ForeignAuditExplanationStatement

Form Level

Foreign Audit Explanation Statement

Foreign Income Related Expenses

ForeignIncmRelatedExpensesStmt

Line 2(A-C)

Statement

ForeignIncomeNetAdjustmentStatement Line 16

Foreign Income Net Adjustment Statement

Foreign Tax Credit Carryback Computation ForeignTaxCrCarrybackComputationStatem Line 10

Statement

ent

ForeignTaxReductionStatement

Line 12

Foreign Tax Reduction Statement

Foreign Tax Withheld On Dividends

ForeignTaxWithheldOnDividendsStatement Line k(A-C)

Statement

Foreign Tax Withheld On Interest

ForeignTaxWithheldOnInterestStatement Line m(A-C)

Statement

Foreign Tax Withheld On Rents And

ForeignTaxWithheldOnRentsAndRoyaltiesSt Line l(A-C)

Royalties Statement

atement

OtherCurrencyTaxPaidStatement

Line n(A-C)

Other Currency Tax Paid Statement

OtherDeductionsNotRelatedStatement

Line 3b(A-C)

Other Deductions Not Related Statement

Underpayment of Estimated Tax by Individuals, Estates, and Trusts

Binary Attachment

Waiver explanation statement Underpayment of Estimated Tax By Farmers and Fishermen

Waiver explanation statement

BinaryAttachment WaiverExplanationStatement

WaiverExplanationStatement

Form Level Form Level

Line 16

()

()

Notice to Shareholder of Undistributed

Long-Term Capital Gains

Reduction in corporate tax rate for qualified ReductionInCorporateTaxRateForQualifiedTi Line 1a

timber gain statement

mberGain

Application for Change in Accounting

Method

Advance Consent Request Procedures AdvanceConsentRequestProceduresStatem Part III Line 18

Statement

ent

Affiliated Group Filing Consolidated Return AffiliatedGroupFilingConsolidatedReturnStat Part III Line 22

Statement

ement

Allocation and Capitalization Methods

AllocationAndCapitalizationMethodsStateme Form Level

Statement

nt

Appeals and/or federal court explanation AppealsFederalCourtExplanationStatement Part II Line 5c

statement

Applicant Will Not Receive Audit Protection ApplcntNotRcvAudProtectionStmt

Part II Line 8a

For The Requested Change Statement

ApplicantsContractsStatement

Form Level

Applicant's Contracts Statement

Applicants Reason for Proposed Change ApplicantsReasonForProposedChangeState Form Level

Statement

ment

Application Withdrawn Not Perfected Or AppWithdrwNotPerfDndCnsntStmt

Part II Line 9a

Denied Or Consent Agreement Statement

BinaryAttachment

Form Level

Binary Attachment

Business Disqualifies From Qualifying For BusDisqualifiesAutoCnsntStmt

Part I Line 2

Automatic Consent Statement

Certification Statement Under Sec 6.03 of CertificationUnderSec603RevProc20029Stat Part II Line 4e

Rev Proc 2002-9

ement

Change from LIFO to non-LIFO Method ChangeFromLIFOToNonLIFOMethodStatem Form Level

Statement

ent

Change in Accounting Method or Period for ChangeInAccountingMethodOrPeriodForPas Part II Line 9a

Past 5 Years Statement

t5YearsStatement

Change in Overall Method Breakdown

ChangeInOverallMethodBreakdownStateme Form Level

Statement

nt

Change in Overall Method of Accounting ChangeInOverallMethodOfAccountingState Form Level

Statement

ment

Change in Valuing Inventories Additional ChangeInValuingInventoriesAdditionalInform Form Level

1040 1040A 1041

1040 1041

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

1040 1040A 1041

Yes

Yes

1040 1041

Yes

1040 1041 1120 1120F 1120POL 1120S 990 990EZ 990PF

Yes

1040 1041 1065 1065B 1120 1120F 1120POL 1120S 990 990EZ 990PF

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

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