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OMB No. 1545-1593
Form 1041-QFT U.S. Income Tax Return for Qualified Funeral Trusts
Department of the Treasury Go to www.irs.gov/Form1041QFT for instructions and the latest information. 2023
Internal Revenue Service
For calendar year 2023 or short year beginning , 2023, and ending , 2023.
Part I General Information
1 Name of trust or other entity filing return 2 Employer identification number (EIN)
3a Name and title of trustee
3b Number, street, and room or suite no. (If a P.O. box, see the instructions.)
3c City or town, state, and ZIP code 4 Number of QFTs included on this return
5 Check applicable boxes:
Initial return Amended return Final return Change in the fiduciary or fiduciary’s name Change in fiduciary’s address
Part II Tax Computation
1a Interest income . . . . . . . . . . . . . . . . . . . . . . . . . . . 1a
b Tax-exempt interest. Don’t include on line 1a . . . . . . . . . 1b
2 a Total ordinary dividends . . . . . . . . . . . . . . . . . . . . . . . . 2a
b Qualified dividends . . . . . . . . . . . . . . . . . . 2b
Income 3 Capital gain or (loss) (attach Schedule D (Form 1041)) . . . . . . . . . . . . . . 3
4 Other income. List type and amount 4
5 Total income. Combine lines 1a, 2a, 3, and 4 . . . . . . . . . . . . . . . . . 5
6 Taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
7 Trustee fees . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
8 Attorney, accountant, and return preparer fees . . . . . . . . . . . . . . . . . 8
9 Other deductions . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Deductions
10 Total deductions. Add lines 6 through 9 . . . . . . . . . . . . . . . . . . . 10
11 Taxable income. Subtract line 10 from line 5 . . . . . . . . . . . . . . . . . 11
12 Tax. (If this is a composite return, check here ) . . . . . . . . . . . . . . . 12
13 Credits (see instructions). Specify the credits claimed 13
14 Subtract line 13 from line 12 . . . . . . . . . . . . . . . . . . . . . . . 14
15 Net Investment Income Tax from Form 8960, line 21 . . . . . . . . . . . . . . . 15
16 Total tax. Add lines 14 and 15 . . . . . . . . . . . . . . . . . . . . . . 16
17 Payments (see instructions) . . . . . . . . . . . . . . . . . . . . . . . 17
Tax and Payments 18 Elective payment election amount from Form 3800 . . . . . . . . . . . . . . . 18
19 Tax due. If the total of lines 17 and 18 is smaller than line 16, enter amount owed . . . . . 19
20 Overpayment. If the total of lines 17 and 18 is larger than line 16, enter amount overpaid . . 20
21 Amount of line 20 to be: a Credited to 2024 estimated tax b Refunded 21
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 trustee) 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 trustee or officer representing trustee Date See instr. 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 instructions. Cat. No. 25368F Form 1041-QFT (2023)
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