This article provides instructions on how to create a new 1041-QFT tax return within the CrossLink Business software.
Follow the instructions below to successfully create a new Form 1041-QFT return in CrossLink Business:
- Follow the instructions for Business - Starting a Tax Return. When selecting the entity type, choose 1041.
- On the Client Data Screen, scroll down to the Estate or Trust Information section. Select the checkbox next to Qualified funeral trust (Filing Form 1041-QFT).
🖐 Note: The IRS does not allow electronic filing of Form 1041-QFT.