Form MO-1041 Fiduciary Income Tax Return

2020 Missouri Fiduciary Income Tax Return Form MO-1041

Attach copy of Federal Form 1041 and supporting schedules, including Schedule K-1.

For the calendar year 2020 or fiscal year beginning 2020, ending , 20

Select Applicable Boxes: Address or Federal Employer Identification Number (FEIN) Change Initial Return Final Return Amended Return

Select this box if you have an approved federal extension. Attach a copy of the approved Federal Extension (Form 7004).

If Estate, Enter Social Security Number of Decedent P.M. Code

Information for Filing

A. Select If: Grantor Trust Estate Bankruptcy Estate Simple Trust Complex Trust

B. If trust, select: Testamentary Inter Vivos

C. Select if estate or trust is: Resident Nonresident

D. Is this an Electing Small Business Trust (ESBT)? Yes No

E. During this taxable year, was the estate or trust notified of any federal change for any prior years? Yes No

If yes, has an amended Missouri return been filed? Yes No If an amended return has not been filed, attach explanation.

F. Did the estate or trust receive federal tax-exempt income? Yes No

If yes, enter the amount of non-Missouri tax-exempt interest income and exempt-interest dividends here $ , and on MO-1041, Page 2, Part 1, Line 4.

G. Does the estate or trust have any Missouri adjustments from Form MO-1041, Page 2, Part 1? Yes No

H. If the estate or trust has any nonresident beneficiaries, is any income from sources other than Missouri? Yes No (or not applicable)

I. Does Federal Form 1041, Line 23 reflect any taxable income of the estate or trust? Yes No

K. If a nonresident estate or trust with income from both Missouri and non-Missouri sources - omit Lines 1-9, attach Form MO-NRF, select this box and skip to Line 10.

Page 2 - Missouri Fiduciary Adjustment and Allocation

Enter Missouri modifications which are related to items of income, gain, loss, and deductions that are determinants of federal distributable net income.

Additions (attach explanation of each item)

1. State and local income taxes deducted on Federal Form 1041, Line 11

2. Less: Kansas City and St. Louis earnings taxes

3. Net

4. Non-Missouri state and local bond interest

5. Less: related expenses

6. Net

7. Partnership / Fiduciary / Other adjustments

8. Food Pantry contributions included on Federal Schedule A

9. Nonresident Property Tax deducted on Federal Form 1041, Line 11

10. Total of Lines 3, 6, 7, 8, and 9

Subtractions (attach explanation of each item)

11. Interest from exempt federal obligations

12. Less: related expenses

13. Net

14. Amount of any state income tax refund included in federal taxable income

15. Partnership / Fiduciary / Other adjustments

16. Missouri depreciation adjustment

17. Agriculture Disaster Relief

18. Total of Lines 13, 14, 15, 16, and 17

19. Missouri fiduciary adjustment — Net Addition

20. Missouri fiduciary adjustment — Net Subtraction

Part 2 — Allocation of Missouri Fiduciary Adjustment

Complete Part 2 only if Part 1 indicates a Missouri fiduciary adjustment.

Authorization and Signature

I authorize the Director of Revenue or delegate to discuss my return and attachments with the preparer or any member of his or her firm, or if internally prepared, any member of the internal staff. Yes No

Did you pay a tax return preparer to complete your return, but who failed or was unwilling to sign the return or provide the Internal Revenue Service preparer tax identification number? Yes No

If you marked yes, please insert name, address and phone number in the applicable sections of the signature block above.