IRS · Official form

Form 1041-A, U.S. Information Return Trust Accumulation of Charitable Amounts

Form 1041-A reports the charitable amounts a trust claimed, paid out, and set aside during the year. Fill in the official IRS PDF below and download it.

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What is 1041-A?

Form 1041-A, U.S. Information Return Trust Accumulation of Charitable Amounts, is the information return trusts use to report the charitable information required by section 6034 and its regulations. It shows the income the trust earned, the charitable deductions it claimed, the amounts actually paid out for charitable purposes, and what remains set aside.

It is an information return, not a tax return, so no tax is computed on it. It rides alongside the trust’s regular Form 1041 filing and gives the IRS visibility into whether amounts deducted for charity are actually reaching charitable purposes.

Who files 1041-A?

Trustees of trusts that claim a charitable deduction under section 642(c) for the year
Trusts that accumulate income for charitable purposes rather than paying it all out currently
Not required for trusts that must distribute all income currently, when the exception in the instructions applies
Split-interest trusts generally file Form 5227 instead, so check the instructions for which return applies

How to fill out 1041-A

Enter the trust’s name, EIN, and the trustee’s name and address at the top.
Report the trust’s income and deductions for the year in Part I.
Detail the amounts paid out for charitable purposes during the year, including each purpose, in the distribution section.
Complete the balance sheet showing accumulated charitable amounts still held by the trust.
Download the PDF, have the trustee sign it, and file it by the due date in the current instructions.

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Page 1 81 fields

Page 1. For calendar year 20 (enter 2 digit year).

Name of trust

Employer identification number

Name of trustee

Number, street, and room or suite no. (or P.O. box)

City or town, state, and ZIP code

1. Interest income. Dollars.

1. Cents.

2. Dividends. Dollars.

2. Cents.

3. Business income or (loss) (attach Schedule C or C - E Z (Form 1040)). Dollars.

3. Cents.

4. Capital gain or (loss) (attach Schedule D (Form 1041)). Dollars.

4. Cents.

5. Rents, royalties, partnerships, other estates and trusts, etcetera (attach Schedule E (form 1040)). Dollars.

5. Cents.

6. Farm income or (loss) (attach Schedule F (Form 1040)). Dollars.

6. Cents.

7. Ordinary gain or (loss) (attach Form 4797). Dollars.

7. Cents.

Other income (state type of income)

8. Other income. Dollars.

8. Cents.

9. Total income (combine lines 1 through 8). Dollars.

9. Cents.

10. Interest. Dollars.

10. Cents.

11. Taxes. Dollars.

11. Cents.

12. Charitable deduction (itemize by charitable purpose; include payee's name and address). Dollars.

12. Cents.

13. Trustee fees. Dollars.

13. Cents.

14. Attorney, accountant, and return preparer fees. Dollars.

14. Cents.

15. Other deductions (attach schedule). Dollars.

15. Cents.

16. Accumulated income set aside in prior tax years for which a deduction was claimed under section 642(c). Dollars.

16. Cents.

17a. Income set aside in prior tax years for which a deduction was claimed under section 642(c) and which was distributed during the

17a. Dollars.

17a. Cents.

17b. Income set aside in prior tax years for which a deduction was claimed under section 642(c) and which was distributed during the

17b. Dollars.

17b. Cents.

17c. Income set aside in prior tax years for which a deduction was claimed under section 642(c) and which was distributed during the

17c. Dollars.

17c. Cents.

17d. Income set aside in prior tax years for which a deduction was claimed under section 642(c) and which was distributed during the

17d. Dollars.

17d. Cents.

17e. Income set aside in prior tax years for which a deduction was claimed under section 642(c) and which was distributed during the

17e. Dollars.

17e. Cents.

18. Total (add lines 17a through 17e). Dollars.

18. Cents.

19. Balance (subtract line 18 from line 16). Dollars.

19. Cents.

20. Income set aside during the current tax year for which a deduction was claimed under section 642(c) (included in Part 1, line 12).

20. Cents.

21. Carryover (add lines 19 and 20). Dollars.

21. Cents.

22. Principal distributed in prior tax years for charitable purposes. Dollars.

22. Cents.

23a. Principal distributed during the current tax year for charitable purposes (itemize by charitable purpose; include payee's name and

23a. Dollars.

23a. Cents.

23b. Principal distributed during the current tax year for charitable purposes (itemize by charitable purpose; include payee's name and

23b. Dollars.

23b. Cents.

23c. Principal distributed during the current tax year for charitable purposes (itemize by charitable purpose; include payee's name and

23c. Dollars.

23c. Cents.

23d. Principal distributed during the current tax year for charitable purposes (itemize by charitable purpose; include payee's name and

23d. Dollars.

23d. Cents.

23e. Principal distributed during the current tax year for charitable purposes (itemize by charitable purpose; include payee's name and

23e. Dollars.

23e. Cents.

24. Total (add lines 23a through 23e). Dollars.

24. Cents.

Page 2 61 fields

25. Cash - non-interest bearing. (a) Beginning-of-Year Book Value.

25. Cash - non-interest bearing. (b) End-of-Year Book Value.

26. Savings and temporary cash investments. (a) Beginning-of-Year Book Value.

26. Savings and temporary cash investments. (b) End-of-Year Book Value.

27a. Accounts receivable.

27b. Less: allowance for doubtful accounts.

27b. Less: allowance for doubtful accounts. (a) Beginning-of-Year Book Value.

27b. Less: allowance for doubtful accounts. (b) End-of-Year Book Value.

28a. Notes and loans receivable.

28b. Less: allowance for doubtful accounts.

28b. Less: allowance for doubtful accounts. (a) Beginning-of-Year Book Value.

28b. Less: allowance for doubtful accounts. (b) End-of-Year Book Value.

29. Inventories for sale or use. (a) Beginning-of-Year Book Value.

29. Inventories for sale or use. (b) End-of-Year Book Value.

30. Prepaid expenses and deferred charges. (a) Beginning-of-Year Book Value.

30. Prepaid expenses and deferred charges. (b) End-of-Year Book Value.

31. Investments - United States and state government obligations (attach schedule). (a) Beginning-of-Year Book Value.

31. Investments - United States and state government obligations (attach schedule). (b) End-of-Year Book Value.

32. Investments - corporate stock (attach schedule). (a) Beginning-of-Year Book Value.

32. Investments - corporate stock (attach schedule). (b) End-of-Year Book Value.

33. Investments - corporate bonds (attach schedule). (a) Beginning-of-Year Book Value.

33. Investments - corporate bonds (attach schedule). (b) End-of-Year Book Value.

34a. Investments - land, buildings, and equipment: basis.

34b. Less: Accumulated depreciation.

34b. Less: Accumulated depreciation.(a) Beginning-of-Year Book Value.

34b. Less: Accumulated depreciation. (b) End-of-Year Book Value.

35. Investments - other (attach schedule). (a) Beginning-of-Year Book Value.

35. Investments - other (attach schedule). (b) End-of-Year Book Value.

36a. Land, buildings, and equipment: basis.

36b. Less: accumulated depreciation.

36b. Less: accumulated depreciation. (a) Beginning-of-Year Book Value.

36b. Less: accumulated depreciation. (b) End-of-Year Book Value.

Other assets (describe ▶

37. Other assets. (a) Beginning-of-Year Book Value.

37. Other assets. (b) End-of-Year Book Value.

38. Total assets (add lines 25 through 37). (a) Beginning-of-Year Book Value.

38. Total assets (add lines 25 through 37). (b) End-of-Year Book Value.

39. Accounts payable and accrued expenses. (a) Beginning-of-Year Book Value.

39. Accounts payable and accrued expenses. (b) End-of-Year Book Value.

40. Mortgages and other notes payable (attach schedule). (a) Beginning-of-Year Book Value.

40. Mortgages and other notes payable (attach schedule). (b) End-of-Year Book Value.

Other liabilities (describe ▶

41. Other liabilities. (a) Beginning-of-Year Book Value.

41. Other liabilities. (b) End-of-Year Book Value.

42. Total Liabilities (add lines 39 through 41). (a) Beginning-of-Year Book Value.

42. Total Liabilities (add lines 39 through 41). (b) End-of-Year Book Value.

43. Trust principal or corpus. (a) Beginning-of-Year Book Value.

43. Trust principal or corpus. (b) End-of-Year Book Value.

44. Undistributed income and profits. (a) Beginning-of-Year Book Value.

44. Undistributed income and profits. (b) End-of-Year Book Value.

45. Total net assets (add lines 43 and 44). (a) Beginning-of-Year Book Value.

45. Total net assets (add lines 43 and 44). (b) End-of-Year Book Value.

46. Total liabilities and net assets (add lines 42 and 45). (a) Beginning-of-Year Book Value.

46. Total liabilities and net assets (add lines 42 and 45). (b) End-of-Year Book Value.

Print/Type preparer’s name

Check if self-employed.

PTIN

Firm’s name ▶

Firm’s address ▶

Firm’s EIN ▶

Phone no.

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Frequently asked questions

Is Form 1041-A a tax return?

No. It is an information return required by section 6034. The trust’s income tax is still reported on Form 1041; the 1041-A explains what happened to the charitable amounts the trust claimed.

What if the trust distributes all its income every year?

Trusts required to distribute all income currently generally do not have to file Form 1041-A. Read the current instructions to confirm the exception covers your trust before skipping the filing.

Is there a penalty for not filing?

Yes, the law provides penalties for failing to file a required section 6034 return on time unless there is reasonable cause. Check the current instructions for the amounts.

Form 1041-A, U.S. Information Return Trust Accumulation of Charitable Amounts

What is 1041-A?

Who files 1041-A?

How to fill out 1041-A

Quick fill 1041-A on this page

Frequently asked questions

Related forms

Form 1041, U.S. Income Tax Return for Estates and Trusts

Form 5227, Split-Interest Trust Information Return

Form 1041-T, Allocation of Estimated Tax Payments to Beneficiaries