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SOI Tax Stats - Income from Trusts and Estates Statistics

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Snapshot of Estate and Trust Income Tax Statistics

The U.S. Income Tax Return for Estates and Trusts (Form 1041) is used to report the income, deductions, gains, and losses of estates and trusts, as well as distributions to beneficiaries and income tax liability. Entities are classified into types based on their purpose. These types include:

  • decedent's estates
  • simple trusts
  • complex trusts
  • qualified disability trusts
  • electing small business trust (ESBT)
  • grantor type trust
  • bankruptcy estates
  • pooled income funds

For information about selected terms and concepts, a description of the data sources and limitations, and links to recent revisions of Form 1041, please visit Income from Trusts and Estates Study Metadata.
 

Statistical Tables   SOI Bulletin Articles       Other IRS Data
 

 


Statistical Tables

The following tables are available as Microsoft Excel®  files.  A free Excel viewer is available for download, if needed.

Fiduciary Returns - Sources of Income, Deductions, and Tax Liability, by Tax Status and Size of Gross Income

Fiduciary Returns - Sources of Income, Deductions, and Tax Liability, by Type of Entity

Fiduciary Income and Deductions, by State and Entity Type

 

Archive - Fiduciary Income Tax Returns
 

To make customized tables using this data, please visit the Statistics of Income Tax Stats Table Wizard.

 

Projections

For selected tax returns, including the Form 1041, IRS's Office of Research produces annual forecasts of the number of returns that will be filed in future years.
    Projections of Returns to be Filed in Future Calendar Years


 

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SOI Bulletin Articles

The following are available as PDF files.  A free Adobe® reader is available for download, if needed.

 

  • Fiduciary Income Tax Returns

               2003-2004          1997          1982

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Other SOI Data on Trusts

Form 5227 is an information return filed by split-interest trusts, those who make distributions to both charitable and noncharitable beneficiaries, while providing tax benefits to their donor.  Certain charitable trusts, those treated as private foundations except that they are not exempt from income taxes, annually file Form 990-PF.

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Other IRS Data and Related Links

For tax administration data on this topic, as well as other types of taxes, choose from the links below.

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Page Last Reviewed or Updated: 06-Jan-2014

The E-file State Return Only

E-file state return only 5. E-file state return only   How To Get Tax Help Table of Contents Low Income Taxpayer Clinics Whether it's help with a tax issue, preparing your tax return or a need for a free publication or form, get the help you need the way you want it: online, use a smart phone, call or walk in to an IRS office or volunteer site near you. E-file state return only Free help with your tax return. E-file state return only   You can get free help preparing your return nationwide from IRS-certified volunteers. E-file state return only The Volunteer Income Tax Assistance (VITA) program helps low-to-moderate income, elderly, people with disabilities, and limited English proficient taxpayers. E-file state return only The Tax Counseling for the Elderly (TCE) program helps taxpayers age 60 and older with their tax returns. E-file state return only Most VITA and TCE sites offer free electronic filing and all volunteers will let you know about credits and deductions you may be entitled to claim. E-file state return only In addition, some VITA and TCE sites provide taxpayers the opportunity to prepare their own return with help from an IRS-certified volunteer. E-file state return only To find the nearest VITA or TCE site, you can use the VITA Locator Tool on IRS. E-file state return only gov, download the IRS2Go app, or call 1-800-906-9887. E-file state return only   As part of the TCE program, AARP offers the Tax-Aide counseling program. E-file state return only To find the nearest AARP Tax-Aide site, visit AARP's website at www. E-file state return only aarp. E-file state return only org/money/taxaide or call 1-888-227-7669. E-file state return only For more information on these programs, go to IRS. E-file state return only gov and enter “VITA” in the search box. E-file state return only Internet. E-file state return only    IRS. E-file state return only gov and IRS2Go are ready when you are —24 hours a day, 7 days a week. E-file state return only Download the free IRS2Go app from the iTunes app store or from Google Play. E-file state return only Use it to check your refund status, order transcripts of your tax returns or tax account, watch the IRS YouTube channel, get IRS news as soon as it's released to the public, subscribe to filing season updates or daily tax tips, and follow the IRS Twitter news feed, @IRSnews, to get the latest federal tax news, including information about tax law changes and important IRS programs. E-file state return only Check the status of your 2013 refund with the Where's My Refund? application on IRS. E-file state return only gov or download the IRS2Go app and select the Refund Status option. E-file state return only The IRS issues more than 9 out of 10 refunds in less than 21 days. E-file state return only Using these applications, you can start checking on the status of your return within 24 hours after we receive your e-filed return or 4 weeks after you mail a paper return. E-file state return only You will also be given a personalized refund date as soon as the IRS processes your tax return and approves your refund. E-file state return only The IRS updates Where's My Refund? every 24 hours, usually overnight, so you only need to check once a day. E-file state return only Use the Interactive Tax Assistant (ITA) to research your tax questions. E-file state return only No need to wait on the phone or stand in line. E-file state return only The ITA is available 24 hours a day, 7 days a week, and provides you with a variety of tax information related to general filing topics, deductions, credits, and income. E-file state return only When you reach the response screen, you can print the entire interview and the final response for your records. E-file state return only New subject areas are added on a regular basis. E-file state return only  Answers not provided through ITA may be found in Tax Trails, one of the Tax Topics on IRS. E-file state return only gov which contain general individual and business tax information or by searching the IRS Tax Map, which includes an international subject index. E-file state return only You can use the IRS Tax Map, to search publications and instructions by topic or keyword. E-file state return only The IRS Tax Map integrates forms and publications into one research tool and provides single-point access to tax law information by subject. E-file state return only When the user searches the IRS Tax Map, they will be provided with links to related content in existing IRS publications, forms and instructions, questions and answers, and Tax Topics. E-file state return only Coming this filing season, you can immediately view and print for free all 5 types of individual federal tax transcripts (tax returns, tax account, record of account, wage and income statement, and certification of non-filing) using Get Transcript. E-file state return only You can also ask the IRS to mail a return or an account transcript to you. E-file state return only Only the mail option is available by choosing the Tax Records option on the IRS2Go app by selecting Mail Transcript on IRS. E-file state return only gov or by calling 1-800-908-9946. E-file state return only Tax return and tax account transcripts are generally available for the current year and the past three years. E-file state return only Determine if you are eligible for the EITC and estimate the amount of the credit with the Earned Income Tax Credit (EITC) Assistant. E-file state return only Visit Understanding Your IRS Notice or Letter to get answers to questions about a notice or letter you received from the IRS. E-file state return only If you received the First Time Homebuyer Credit, you can use the First Time Homebuyer Credit Account Look-up tool for information on your repayments and account balance. E-file state return only Check the status of your amended return using Where's My Amended Return? Go to IRS. E-file state return only gov and enter Where's My Amended Return? in the search box. E-file state return only You can generally expect your amended return to be processed up to 12 weeks from the date we receive it. E-file state return only It can take up to 3 weeks from the date you mailed it to show up in our system. E-file state return only Make a payment using one of several safe and convenient electronic payment options available on IRS. E-file state return only gov. E-file state return only Select the Payment tab on the front page of IRS. E-file state return only gov for more information. E-file state return only Determine if you are eligible and apply for an online payment agreement, if you owe more tax than you can pay today. E-file state return only Figure your income tax withholding with the IRS Withholding Calculator on IRS. E-file state return only gov. E-file state return only Use it if you've had too much or too little withheld, your personal situation has changed, you're starting a new job or you just want to see if you're having the right amount withheld. E-file state return only Determine if you might be subject to the Alternative Minimum Tax by using the Alternative Minimum Tax Assistant on IRS. E-file state return only gov. E-file state return only Request an Electronic Filing PIN by going to IRS. E-file state return only gov and entering Electronic Filing PIN in the search box. E-file state return only Download forms, instructions and publications, including accessible versions for people with disabilities. E-file state return only Locate the nearest Taxpayer Assistance Center (TAC) using the Office Locator tool on IRS. E-file state return only gov, or choose the Contact Us option on the IRS2Go app and search Local Offices. E-file state return only An employee can answer questions about your tax account or help you set up a payment plan. E-file state return only Before you visit, check the Office Locator on IRS. E-file state return only gov, or Local Offices under Contact Us on IRS2Go to confirm the address, phone number, days and hours of operation, and the services provided. E-file state return only If you have a special need, such as a disability, you can request an appointment. E-file state return only Call the local number listed in the Office Locator, or look in the phone book under United States Government, Internal Revenue Service. E-file state return only Apply for an Employer Identification Number (EIN). E-file state return only Go to IRS. E-file state return only gov and enter Apply for an EIN in the search box. E-file state return only Read the Internal Revenue Code, regulations, or other official guidance. E-file state return only Read Internal Revenue Bulletins. E-file state return only Sign up to receive local and national tax news and more by email. E-file state return only Just click on “subscriptions” above the search box on IRS. E-file state return only gov and choose from a variety of options. E-file state return only Phone. E-file state return only    You can call the IRS, or you can carry it in your pocket with the IRS2Go app on your smart phone or tablet. E-file state return only Download the free IRS2Go app from the iTunes app store or from Google Play. E-file state return only Call to locate the nearest volunteer help site, 1-800-906-9887 or you can use the VITA Locator Tool on IRS. E-file state return only gov, or download the IRS2Go app. E-file state return only Low-to-moderate income, elderly, people with disabilities, and limited English proficient taxpayers can get free help with their tax return from the nationwide Volunteer Income Tax Assistance (VITA) program. E-file state return only The Tax Counseling for the Elderly (TCE) program helps taxpayers age 60 and older with their tax returns. E-file state return only Most VITA and TCE sites offer free electronic filing. E-file state return only Some VITA and TCE sites provide IRS-certified volunteers who can help prepare your tax return. E-file state return only Through the TCE program, AARP offers the Tax-Aide counseling program; call 1-888-227-7669 to find the nearest Tax-Aide location. E-file state return only Call the automated Where's My Refund? information hotline to check the status of your 2013 refund 24 hours a day, 7 days a week at 1-800-829-1954. E-file state return only If you e-file, you can start checking on the status of your return within 24 hours after the IRS receives your tax return or 4 weeks after you've mailed a paper return. E-file state return only The IRS issues more than 9 out of 10 refunds in less than 21 days. E-file state return only Where's My Refund? will give you a personalized refund date as soon as the IRS processes your tax return and approves your refund. E-file state return only Before you call this automated hotline, have your 2013 tax return handy so you can enter your social security number, your filing status, and the exact whole dollar amount of your refund. E-file state return only The IRS updates Where's My Refund? every 24 hours, usually overnight, so you only need to check once a day. E-file state return only Note, the above information is for our automated hotline. E-file state return only Our live phone and walk-in assistors can research the status of your refund only if it's been 21 days or more since you filed electronically or more than 6 weeks since you mailed your paper return. E-file state return only Call the Amended Return Hotline, 1-866-464-2050, to check the status of your amended return. E-file state return only You can generally expect your amended return to be processed up to 12 weeks from the date we receive it. E-file state return only It can take up to 3 weeks from the date you mailed it to show up in our system. E-file state return only Call 1-800-TAX-FORM (1-800-829-3676) to order current-year forms, instructions, publications, and prior-year forms and instructions (limited to 5 years). E-file state return only You should receive your order within 10 business days. E-file state return only Call TeleTax, 1-800-829-4477, to listen to pre-recorded messages covering general and business tax information. E-file state return only If, between January and April 15, you still have questions about the Form 1040, 1040A, or 1040EZ (like filing requirements, dependents, credits, Schedule D, pensions and IRAs or self-employment taxes), call 1-800-829-1040. E-file state return only Call using TTY/TDD equipment, 1-800-829-4059 to ask tax questions or order forms and publications. E-file state return only The TTY/TDD telephone number is for people who are deaf, hard of hearing, or have a speech disability. E-file state return only These individuals can also contact the IRS through relay services such as the Federal Relay Service. E-file state return only Walk-in. E-file state return only   You can find a selection of forms, publications and services — in-person. E-file state return only Products. E-file state return only You can walk in to some post offices, libraries, and IRS offices to pick up certain forms, instructions, and publications. E-file state return only Some IRS offices, libraries, and city and county government offices have a collection of products available to photocopy from reproducible proofs. E-file state return only Services. E-file state return only You can walk in to your local TAC for face-to-face tax help. E-file state return only An employee can answer questions about your tax account or help you set up a payment plan. E-file state return only Before visiting, use the Office Locator tool on IRS. E-file state return only gov, or choose the Contact Us option on the IRS2Go app and search Local Offices for days and hours of operation, and services provided. E-file state return only Mail. E-file state return only   You can send your order for forms, instructions, and publications to the address below. E-file state return only You should receive a response within 10 business days after your request is received. E-file state return only Internal Revenue Service 1201 N. E-file state return only Mitsubishi Motorway Bloomington, IL 61705-6613    The Taxpayer Advocate Service Is Here to Help You. E-file state return only The Taxpayer Advocate Service (TAS) is your voice at the IRS. E-file state return only Our job is to ensure that every taxpayer is treated fairly and that you know and understand your rights. E-file state return only   What can TAS do for you? We can offer you free help with IRS problems that you can't resolve on your own. E-file state return only We know this process can be confusing, but the worst thing you can do is nothing at all! TAS can help if you can't resolve your tax problem and: Your problem is causing financial difficulties for you, your family, or your business. E-file state return only You face (or your business is facing) an immediate threat of adverse action. E-file state return only You've tried repeatedly to contact the IRS but no one has responded, or the IRS hasn't responded by the date promised. E-file state return only   If you qualify for our help, you'll be assigned to one advocate who'll be with you at every turn and will do everything possible to resolve your problem. E-file state return only Here's why we can help: TAS is an independent organization within the IRS. E-file state return only Our advocates know how to work with the IRS. E-file state return only Our services are free and tailored to meet your needs. E-file state return only We have offices in every state, the District of Columbia, and Puerto Rico. E-file state return only   How can you reach us? If you think TAS can help you, call your local advocate, whose number is in your local directory and at Taxpayer Advocate, or call us toll-free at 1-877-777-4778. E-file state return only   How else does TAS help taxpayers?  TAS also works to resolve large-scale, systemic problems that affect many taxpayers. E-file state return only If you know of one of these broad issues, please report it to us through our Systemic Advocacy Management System. E-file state return only Low Income Taxpayer Clinics Low Income Taxpayer Clinics (LITCs) serve individuals whose income is below a certain level and need to resolve tax problems such as audits, appeals and tax collection disputes. E-file state return only Some clinics can provide information about taxpayer rights and responsibilities in different languages for individuals who speak English as a second language. E-file state return only Visit Taxpayer Advocate or see IRS Publication 4134, Low Income Taxpayer Clinic List. E-file state return only Prev  Up  Next   Home   More Online Publications