Department of the Treasury—Internal Revenue Service 
                                                                                                                                                                                                OMB No. 1545-0092
Form                                   U.S.Go towww.irs.gov/Form1041Income Tax Returnfor instructionsforandEstatesthe latest information.and Trusts                 2023
   1041 
A   Check all that apply:                               For calendar year 2023 or fiscal year beginning                                                     , 2023, and ending                                  , 20  
     Decedent’s estate                                  Name of estate or trust (If a grantor type trust, see the instructions.)                                           C   Employer identification number
     Simple trust 
     Complex trust                                      Name and title of fiduciary                                                                                        D   Date entity created 
     Qualified disability trust 
     ESBT (S portion only)                              Number, street, and room or suite no. (If a P.O. box, see the instructions.)                                       E   Nonexempt charitable and split-interest 
                                                                                                                                                                               trusts, check applicable box(es). 
     Grantor type trust                                                                                                                                                        See instructions. 
     Bankruptcy estate—Ch. 7                                                                                                                                                 Described in sec. 4947(a)(1). Check here
     Bankruptcy estate—Ch. 11                           City or town, state or province, country, and ZIP or foreign postal code                                               if not a private foundation  .   .     .
     Pooled income fund                                                                                                                                                      Described in sec. 4947(a)(2)
B    Number of Schedules K-1                            F  Check      Initial return                             Final return                        Amended return                           Net operating loss carryback
     attached (see                                      applicable  
     instructions)                                      boxes:        Change in trust’s name                     Change in fiduciary                 Change in fiduciary’s name               Change in fiduciary’s address
G  Check here if the estate or filing trust made a section 645 election .                                  .   . .    .      . .             . .            Trust TIN 
                                  1    Interest income .   . .    . .          .   . .   .           .     .   . .    .      . .             . .   . .   .  .     . .    . .   .  .           1 
                                  2a   Total ordinary dividends  .  .          .   . .   .           .     .   . .    .      . .             . .   . .   .  .     . .    . .   .  .           2a 
                                  b    Qualified dividends allocable to:(1) Beneficiaries                                                    (2 ) Estate or trust 
                                  3    Business income or (loss). Attach Schedule C (Form 1040)  .                                           . .   . .   .  .     . .    . .   .  .           3 
                                  4    Capital gain or (loss). Attach Schedule D (Form 1041)  .                              . .             . .   . .   .  .     . .    . .   .  .           4 
                                  5    Rents, royalties, partnerships, other estates and trusts, etc. Attach Schedule E (Form 1040)                                            .  .           5 
                 Income 
                                  6    Farm income or (loss). Attach Schedule F (Form 1040)  .                               . .             . .   . .   .  .     . .    . .   .  .           6 
                                  7    Ordinary gain or (loss). Attach Form 4797  .                        .   . .    .      . .             . .   . .   .  .     . .    . .   .  .           7 
                                  8    Other income. List type and amount                                                                                                                     8 
                                  9    Total income. Combine lines 1, 2a, and 3 through 8                             .      . .             . .   . .   .  .     . .    . .   .  .           9 
                                  10   Interest. Check if Form 4952 is attached                            .   . .    .      . .             . .   . .   .  .     . .    . .   .  .           10 
                                  11   Taxes  .  . .    .  . .    . .          .   . .   .           .     .   . .    .      . .             . .   . .   .  .     . .    . .   .  .           11 
                                  12   Fiduciary fees. If only a portion is deductible under section 67(e), see instructions .                                      .    . .   .  .           12 
                                  13   Charitable deduction (from Schedule A, line 7)                          . .    .      . .             . .   . .   .  .     . .    . .   .  .           13 
                                  14   Attorney, accountant, and return preparer fees. If only a portion is deductible under section 67(e), 
                                       see instructions    . .    . .          .   . .   .           .     .   . .    .      . .             . .   . .   .  .     . .    . .   .  .           14 
                                  15 a Other deductions (attach schedule). See instructions for deductions allowable under section 67(e)                                                      15a 
                                  b    Net operating loss deduction. See instructions  .                         .    .      . .             . .   . .   .  .     . .    . .   .  .           15b 
                                  16   Add lines 10 through 15b  .             .   . .   .           .     .   . .    .      . .             . .   . .   .  .     . .    . .   .  .           16 
                 Deductions       17   Adjusted total income or (loss). Subtract line 16 from line 9  .                                      . .   . .      17 
                                  18   Income distribution deduction (from Schedule B, line 15). Attach Schedules K-1 (Form 1041)  .                                              .           18 
                                  19   Estate tax deduction including certain generation-skipping taxes (attach computation)  .                                            .   .  .           19 
                                  20   Qualified business income deduction. Attach Form 8995 or 8995-A                                             . .   .  .     . .    . .   .  .           20 
                                  21   Exemption   .    .  . .    . .          .   . .   .           .     .   . .    .      . .             . .   . .   .  .     . .    . .   .  .           21 
                                  22   Add lines 18 through 21  .   .          .   . .   .           .     .   . .    .      . .             . .   . .   .  .     . .    . .   .  .           22 
                                  23   Taxable income. Subtract line 22 from line 17. If a loss, see instructions .                                      .  .     . .    . .   .  .           23 
                                  24   Total tax (from Schedule G, Part I, line 9)  .                      .   . .    .      . .             . .   . .   .  .     . .    . .   .  .           24
                                  25   Current year net 965 tax liability paid from Form 965-A, Part II, column (k) (see instructions)                                         .  .           25
                                  26   Total payments (from Schedule G, Part II, line 19)  .                          .      . .             . .   . .   .  .     . .    . .   .  .           26
                                  27   Estimated tax penalty. See instructions  .                    .     .   . .    .      . .             . .   . .   .  .     . .    . .   .  .           27
                                  28   Tax due. If line 26 is smaller than the total of lines 24, 25, and 27, enter amount owed  .                                         .   .  .           28 
                                  29   Overpayment. If line 26 is larger than the total of lines 24, 25, and 27, enter amount overpaid .                                          .           29 
                 Tax and Payments 30   Amount of line 29 to be:   a Credited to 2024                                                          ;   b Refunded  .     .    . .   .  .           30
                                     Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and 
                                     belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
Sign 
                                                                                                                                                                                              May the IRS discuss this return 
Here                                                                                                                                                                                          with the preparer shown below? 
                                     Signature of fiduciary or officer representing fiduciary                  Date                               EIN of fiduciary if a financial institution See instructions. Yes   No 
                                       Print/Type preparer’s name                             Preparer’s signature                                          Date
Paid                                                                                                                                                                           Check         if   PTIN
                                                                                                                                                                               self-employed
Preparer 
                                       Firm’s name                                                                                                                       Firm’s EIN  
Use Only                               Firm’s address                                                                                                                    Phone no.
For Paperwork Reduction Act Notice, see the separate instructions.                                                                                       Cat. No. 11370H                          Form 1041 (2023) 

Form 1041 (2023)                                                                                                       Page 2 
Schedule A       Charitable Deduction. Don’t complete for a simple trust or a pooled income fund. 
1  Amounts paid or permanently set aside for charitable purposes from gross income. See instructions           1 
2  Tax-exempt income allocable to charitable contributions. See instructions  .          . .  . . . . . .      2 
3  Subtract line 2 from line 1 . .   . .  .   .  . . .  .       . . . .   .  . .         . .  . . . . . .      3 
4  Capital gains for the tax year allocated to corpus and paid or permanently set aside for charitable
   purposes  .   . . .  .  .   . .   . .  .   .  . . .  .       . . . .   .  . .         . .  . . . . . .      4 
5  Add lines 3 and 4  . .  .   . .   . .  .   .  . . .  .       . . . .   .  . .         . .  . . . . . .      5 
6  Section  1202  exclusion  allocable  to  capital  gains  paid  or  permanently  set  aside  for  charitable
   purposes. See instructions  . .   . .  .   .  . . .  .       . . . .   .  . .         . .  . . . . . .      6 
7  Charitable deduction. Subtract line 6 from line 5. Enter here and on page 1, line 13  .      . . . . .      7 
Schedule B       Income Distribution Deduction 
1  Adjusted total income. See instructions  . .  . . .  .       . . . .   .  . .         . .  . . . . . .      1 
2  Adjusted tax-exempt interest  .   . .  .   .  . . .  .       . . . .   .  . .         . .  . . . . . .      2 
3  Total net gain from Schedule D (Form 1041), line 19, column (1). See instructions  .       . . . . . .      3 
4  Enter amount from Schedule A, line 4 (minus any allocable section 1202 exclusion)          . . . . . .      4 
5  Capital gains for the tax year included on Schedule A, line 1. See instructions  .      .  . . . . . .      5 
6  Enter any gain from page 1, line 4, as a negative number. If page 1, line 4, is a loss, enter the loss as a 
   positive number . .  .  .   . .   . .  .   .  . . .  .       . . . .   .  . .         . .  . . . . . .      6 
7  Distributable net income. Combine lines 1 through 6. If zero or less, enter -0-  .      .  . . . . . .      7 
8  If  a  complex  trust,  enter  accounting  income  for  the  tax  year  as  determined
   under the governing instrument and applicable local law  .     . . .   .  . .           8 
9  Income required to be distributed currently . . . .  .       . . . .   .  . .         . .  . . . . . .      9 
10 Other amounts paid, credited, or otherwise required to be distributed  .  . .         . .  . . . . . .      10 
11 Total distributions. Add lines 9 and 10. If greater than line 8, see instructions     . .  . . . . . .      11 
12 Enter the amount of tax-exempt income included on line 11  .     . .   .  . .         . .  . . . . . .      12 
13 Tentative income distribution deduction. Subtract line 12 from line 11  . . .         . .  . . . . . .      13 
14 Tentative income distribution deduction. Subtract line 2 from line 7. If zero or less, enter -0- . . .      14 
15 Income distribution deduction. Enter the smaller of line 13 or line 14 here and on page 1, line 18  .       15 
Schedule G       Tax Computation and Payments (see instructions) 
Part I — Tax Computation
1  Tax: 
a  Tax on taxable income. See instructions    .  . . .  .       . . . .   .  . .           1a 
b  Tax on lump-sum distributions. Attach Form 4972  .   .       . . . .   .  . .           1b 
c  Alternative minimum tax (from Schedule I (Form 1041), line 54)   . .   .  . .           1c 
d  Total. Add lines 1a through 1c  . . .  .   .  . . .  .       . . . .   .  . .         . .  . . . . . .      1d 
2a Foreign tax credit. Attach Form 1116 . .   .  . . .  .       . . . .   .  . .           2a 
b  General business credit. Attach Form 3800 .   . . .  .       . . . .   .  . .           2b 
c  Credit for prior year minimum tax. Attach Form 8801  .       . . . .   .  . .           2c 
d  Bond credits. Attach Form 8912  .   .  .   .  . . .  .       . . . .   .  . .           2d 
e  Total credits. Add lines 2a through 2d  .  .  . . .  .       . . . .   .  . .         . .  . . . . . .      2e
3  Subtract line 2e from line 1d. If zero or less, enter -0-  . . . . .   .  . .         . .  . . . . . .      3
4  Tax on the ESBT portion of the trust (from ESBT Tax Worksheet, line 17). See instructions  .     . . .      4 
5  Net investment income tax from Form 8960, line 21  . .       . . . .   .  . .         . .  . . . . . .      5 
6a Recapture tax from Form 4255 .    . .  .   .  . . .  .       . . . .   .  . .         . .  . . . . . .      6a
b  Recapture tax from Form 8611    .   .  .   .  . . .  .       . . . .   .  . .         . .  . . . . . .      6b
c  Other recapture taxes:                                                                                      6c
7  Household employment taxes. Attach Schedule H (Form 1040)  .       .   .  . .         . .  . . . . . .      7
8  Other taxes and amounts due  .    . .  .   .  . . .  .       . . . .   .  . .         . .  . . . . . .      8
9  Total tax. Add lines 3 through 8. Enter here and on page 1, line 24  . .  . .         . .  . . . . . .      9
                                                                                                                  Form 1041 (2023) 

Form 1041 (2023)                                                                                                                       Page 3 
Schedule G       Tax Computation and Payments (see instructions) (continued)
Part II — Payments
10  Current year’s estimated tax payments and amount applied from preceding year’s return        . . .     .    10
11  Estimated tax payments allocated to beneficiaries (from Form 1041-T) .    .   . . . .      . . . .     .    11
12  Subtract line 11 from line 10 . . . . . .    . . . . . . . . .            .   . . . .      . . . .     .    12
13  Tax paid with Form 7004. See instructions .  . . . . . . . . .            .   . . . .      . . . .     .    13
14  Federal income tax withheld. If any is from Form(s) 1099, check here        . . . . .      . . . .     .    14
15  Current year net 965 tax liability from Form 965-A, Part I, column (f) (see instructions)  . . . .     .    15
16  Payments from Form 2439  .      . . . . .    . . . . . . . . .            .   . . . .      . . . .     .    16
17  Payments from Form 4136  .      . . . . .    . . . . . . . . .            .   . . . .      . . . .     .    17
18a Elective payment election amount from Form 3800 .  . . . . . .            .   . . . .      . . . .     .    18a
b   Other credits or payments (see instructions) . . . . . . . . .            .   . . . .      . . . .     .    18b
19  Total payments. Add lines 12 through 18b. Enter here and on page 1, line 26  .    . .      . . . .     .    19
Other Information                                                                                                                      Yes  No
1   Did the estate or trust receive tax-exempt income? If “Yes,” attach a computation of the allocation of expenses. 
    Enter the amount of tax-exempt interest income and exempt-interest dividends .    . .      . . $ 
2   Did  the  estate  or  trust  receive  all  or  any  part  of  the  earnings  (salary,  wages,  and  other  compensation)  of  any 
    individual by reason of a contract assignment or similar arrangement? .   .   . . . .      . . . .     .  . .      . .  
3   At any time during calendar year 2023, did the estate or trust have an interest in or a signature or other authority 
    over a bank, securities, or other financial account in a foreign country? .   . . . .      . . . .     .  . .      . .
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If “Yes,” enter the name of the
    foreign country 
4   During the tax year, did the estate or trust receive a distribution from, or was it the grantor of, or transferor to, a 
    foreign trust? If “Yes,” the estate or trust may have to file Form 3520. See instructions  . . . .     .  . .      . .  
5   Did the estate or trust receive, or pay, any qualified residence interest on seller-provided financing? If “Yes,” see 
    the instructions for the required attachment . . . . . . . . .            .   . . . .      . . . .     .  . .      . .  
6   If this is an estate or a complex trust making the section 663(b) election, check here. See instructions  . .      .
7   To make a section 643(e)(3) election, attach Schedule D (Form 1041), and check here. See instructions  .    .      .
8   If the decedent’s estate has been open for more than 2 years, attach an explanation for the delay in closing the
    estate, and check here . .      . . . . .    . . . . . . . . .            .   . . . .      . . . .     .  . .      .
9   Are any present or future trust beneficiaries skip persons? See instructions  . . . .      . . . .     .  . .      . .
10  Was  the  trust  a  specified  domestic  entity  required  to  file  Form  8938  for  the  tax  year?  See  the  Instructions  for 
    Form 8938    .  . . .  . .      . . . . .    . . . . . . . . .            .   . . . .      . . . .     .  . .      . .  
11a Did the estate or trust distribute S corporation stock for which it made a section 965(i) election?  . .  . .      . .
b   If “Yes,” did each beneficiary enter into an agreement to be liable for the net tax liability? See instructions  . . .
12  Did the estate or trust either make a section 965(i) election or enter into a transfer agreement as an eligible 965(i) 
    transferee for S corporation stock held on the last day of the tax year? See instructions  . . . .     .  . .      . .
13  At any time during the tax year, did the estate or trust (a) receive (as a reward, award, or payment for property or 
    services); or (b) sell, exchange, or otherwise dispose of a digital asset (or a financial interest in a digital asset)? See 
    instructions .  . . .  . .      . . . . .    . . . . . . . . .            .   . . . .      . . . .     .  . .      . .
14  ESBTs only. Does the ESBT have a nonresident alien grantor? If “Yes,” see instructions       . . .     .  . .      . .
15  ESBTs only. Did the S portion of the trust claim a qualified business income deduction? If “Yes,” see instructions
                                                                                                                         Form 1041 (2023)