State of Rhode Island Division of Taxation 
      2023 RI-1041 
      Fiduciary Income Tax Return                                                                     23101799990101

You must check a Name of estate or trust                                                                                                               Federal employer identification number
box:
    Estates and  Name and title of fiduciary
    Trusts
    Bankruptcy   Address 1
    Estate
    Amended  
    Return       Address 2

                 City, town or post office                            State ZIP code                  E-mail address

Year End          Calendar Year: 01/01/2023 through 12/31/2023            Fiscal Year: beginning  MM/DD/2023                                            through   MM/DD/2024
 
Income

1   Federal total income of fiduciary from Federal Form 1041, line 9...............................................................................                      1

2   Modifications increasing federal total income from Schedule M, line 2l...................       2

3   Modifications decreasing federal total income from Schedule M, line 1w................          3

4   Net modifications.  Combine lines 2 and 3 .................................................................................................................          4
 
5   Modified federal total income.  Combine lines 1 and 4 (add net increases or subtract net decreases) ......................                                           5

6   Federal total deductions from Federal Form 1041, lines 16 and 22 (see instructions) ............................................                                     6

7   RI taxable income.  Subtract line 6 from line 5 ...........................................................................................................          7

8   Rhode Island income tax from RI-1041 Tax Computation Worksheet ........................................................................                              8

9   Allocation.  Enter amount from page 3, line 35 (resident estate or trusts enter 1.0000) .........................................                                    9  _  .  _  _  _  _
10  Rhode Island income tax after allocation.  Multiply line 8 by line 9...........................................................................                      10

11  Credit for income taxes paid to other states from page 3, line(resident42 ). only............   11

12  Other Rhode Island credits from RI Schedule CR, line 9 ........................................ 12

13  Total Rhode Island credits. Add lines 11 and 12 .........................................................................................................            13

14 a Rhode Island income tax after Rhode Island credits. Subtract line 13 from line 10 (not less than zero) ....................                                         14a

b Recapture of Prior Year Other Rhode Island Credits from RI Schedule CR, line 12...................................................                                     14b

c Electing Small Business Trust Tax (see instructions)................................................................................................                   14c

d RI Pass-Through Withholding from RI Schedule PTW - 1041, line 13........................................................................                               14d

e Reserved for future use............................................................................................................................................... 14e

    f TOTAL RHODE ISLAND TAX AND WITHHOLDING. Add lines 14a through 14e......................................................                                            14f

                                                                                                                                                                            Revised 
                                                                                                                                                                            09/2023

     State of Rhode Island Division of Taxation 
     2023 RI-1041 
     Fiduciary Income Tax Return                                                                                              23101799990102

Name of estate or trust                                                                                                                       Federal employer identification number

14 g Total tax and withholding from page 1, line 14f............................................................................................................ 14g

15a Rhode Island 2023 income tax withheld from RI Schedule W, line 16.....................                                 15a
     All Forms W-2 and 1099 with RI withholding AND RI Schedule W must be attached.
  b Payments on 2023 Form RI-1041ES and credits carried forward from 2022..........                                        15b

  c Nonresident real estate withholding (nonresident estate or trust only)...............                                  15c
   
  d Rhode Island pass-through withholding paid on entity’s behalf...............................                           15d

  e Other payments ....................................................................................................... 15e

  f Total payments. Add lines 15a through 15e.................................................................................................................   15f

g   Previously issued overpayments (if filing an amended return)....................................................................................             15g

h   NET PAYMENTS. Subtract line 15g from line 15f.......................................................................................................         15h

16a TAX DUE. If line 14g is larger than line 15h, SUBTRACT line 15h from line 14g...                                       16a

  b Enter underestimating interest due. Add to line 16a or subtract from line 17..........                                 16b

  c TOTAL AMOUNT DUE. Add lines 16a and 16b..........................................................................................................            16c

17  If line 15h is larger than line 14g, SUBTRACT line 14g from 15h. This is the amount you overpaid.                                                            17
    If there is an amount due for underestimating interest on line 16b, subtract line 16b from line 17............................. 
18  Amount of overpayment to be refunded......................................................................................................................   18

19  Amount of overpayment to be applied to 2024 estimated tax .....................................................................................              19

Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and 
belief, it is true, accurate and complete.  Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
 Authorized officer signature                       Print name                                                                          Date                     Telephone number

 Paid preparer signature                            Print name                                                                          Date                     Telephone number

 Paid preparer address                            City, town or post office          State                                           ZIP Code                                PTIN

                                         May the Division of Taxation contact your preparer?   YES
                                         Mail to RI Division of Taxation - One Capitol Hill - Providence, RI 02908
                                                                     page 2

                                      State of Rhode Island Division of Taxation 
                                      2023 RI-1041 
                                      Fiduciary Income Tax Return                                                                                 23101799990103

Name of estate or trust                                                                                                                           Federal employer identification number

SCHEDULE I                                                        BENEFICIARY INFORMATION    (All estates and trusts must complete this schedule)
                        If more space is needed, please attach the required information on a separate sheet of paper.                                      State of  
                                                                            Name                                                          Address Residence Social Security Number

20                      Beneficiary .......

21                      Beneficiary .......

22                      Beneficiary .......

23                      Beneficiary .......

24                      Beneficiary .......

25                      Beneficiary .......

SCHEDULE II ALLOCATION AND MODIFICATION   (To be completed by trusts and estates with nonresident beneficiaries)
                                                                  Column A                Column B               Column C                         Column D                                          Column E
                                                                  Percent of              Column A  times total  Column A  times total            Combine Columns B and C.                          Residents enter amount from 
                                                                                          federal income         net modifications                (add net increases or                             col D. Nonresidents enter RI 
                                                                  beneficiaries’          page 1, line 1         page 1, line 4                   subtract net decreases.)                          source income from col B.
                                                                  interest  
                                                                  (must equal 100%) Total Federal Income         Modifications to Federal Income  Modified Federal Income                           Total RI Source Income
                                      26 Beneficiary ...

                                      27 Beneficiary ...
            Resident  
                        Beneficiaries 28 Beneficiary....

                                      29 Beneficiary ...

                                      30 Beneficiary ...

            Nonresident Beneficiaries 31 Beneficiary.....

32                                    Total ..................... 100%

33                      Modifications to Rhode Island source income.  Enter amount from column C that is included in column E ..............  33

34                      Modified Rhode Island source income.  Combine lines 32, col E and 33 (add net increases - subtract net decreases)                                         34

35                      RI allocation.  Divide line 34 by line 32, col D (not greater than 1.000).  Enter here and on RI-1041, page 1, line 9.. 35
                                                                                                                                                                                                    _  .  _  _  _  _
SCHEDULE III                                                      CREDIT FOR INCOME TAXES PAID TO ANOTHER STATE (resident estates or trusts only)
36                      Rhode Island income tax from page 1, line 8 ............................................................................................................. 36
37                      Income from other state.  If more than one state, see instructions.............................................................................. 37
38                      Modified federal total income from page 1, line 5........................................................................................................ 38
39                      Divide line 37 by line 38 .............................................................................................................................................. 39 _  .  _  _  _  _
40                      Multiply line 36 by line 39 ............................................................................................................................................ 40
41                      Tax due and paid to other state ........................................ Insert abbreviation for name of state paid                                       41
42                      Maximum tax credit (line 36, 40 or 41, whichever is the SMALLEST).  Enter here and on RI-1041, page 1, line 11.                                           42

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