Question

Form 1041 - Forcing Schedule I (Alternative Minimum Tax)

Accepted Answer

To force Schedule I to print with your 1041, Trust and Estate return, follow the directions below.

From within your TaxAct® return (Online or Desktop), click Federal. On smaller devices, click the menu icon in the upper left-hand corner, then select Federal
Click Taxes in the middle of the screen to expand the category and then click Alternative minimum tax
The program will proceed with the interview questions for you to enter or review the appropriate information
At the end of the interview (on the question titled Alternative Minimum Tax - Force Schedule I), check the box.

Form 1041, Line 1c, Instructions, page 30,

Line 1c—AMT. Attach Schedule I (Form 1041) if any of the following apply:

The estate or trust must complete Schedule B.
The estate or trust claims a credit on line 2b, 2c, or 2d of Schedule G.
The estate's or trust's share of alternative minimum taxable income (line 27 of Schedule I (Form 1041)) exceeds $25,000.

Enter the amount from line 54 of Schedule I (Form 1041) on line 1c.