How can we help?

Decedent’s Estate Open for More Than Two Years

If the decedent’s estate has been open for more than two years, you must indicate this on Form 1041 U.S. Income Tax Return for Estates and Trusts, Line 8 and attach an explanation for the delay in closing the estate.

To check Other Information on Form 1041, Line 8:

  1. From within your TaxAct return, click Federal. On smaller devices, click in the upper left-hand corner, then click Federal.
  2. Click Basic Information in the Federal Quick Q&A Topics menu to expand, then click Other Information.
  3. Click Yes, then proceed with the interview questions to enter or review the appropriate information.

To attach an explanation:

  1. From within your TaxAct return, click Federal. On smaller devices, click in the upper left-hand corner, then click Federal.
  2. Click Miscellaneous Topics in the Federal Quick Q&A Topics menu to expand, then click E-Filing Notes and Explanations.
  3. Continue with the interview process to enter all of the appropriate information.