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4        State of Rhode Island Division of Taxation                                                                                                                                                   4
5        2023 RI-1041                                                                                                                                                                                 5
6        Fiduciary Income Tax Return                                                                                             23101799990101                                                       6
7                                                                                                                                                                                                     7
8                                                                                                                                                                                                     8
9  You must check a Name of estate or trust                                                                                                               Federal employer identification number      9
   box:
10     Estates and  XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXName and title of fiduciary                                                               999999999                             10
11     Trusts                                                                                                                                                                                   11
12     Bankruptcy   XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXAddress 1                                                                                                   12
13     Estate                                                                                                                                                                                   13
14     Amended      XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX 14
15     Return       Address 2                                                                                                                                                                   15
16                  XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX 16
17                  City, town or post office                            State ZIP code                                          E-mail address                                                 17
18                  XXXXXXXXXXXXXXXXXXXXXXXX XX                                     99999                                        XXXXXXXXXXXXXXXXXXXXXXXX                                       18
19                                                                                                                                                                                              19
20 Year End          Calendar Year: 01/01/2023 through 12/31/2023            Fiscal Year: beginning  07/01MM/DD/2023                                       through   06/30MM/DD/2024            20
21                                                                                                                                                                                              21
   Income
22                                                                                                                                                                                              22
23                                                                                                                                                                                              23
   1   Federal total income of fiduciary from Federal Form 1041, line 9...............................................................................                      1
24                                                                                                                                                                              9999999999 99   24
25                                                                                                                                                                                              25
26 2   Modifications increasing federal total income from Schedule M, line 2l...................       2  9999999999 99                                                                         26
27                                                                                                                                                                                              27
   3   Modifications decreasing federal total income from Schedule M, line 1w................          3
28                                                                                                        9999999999 99                                                                         28
29                                                                                                                                                                                              29
   4   Net modifications.  Combine lines 2 and 3 .................................................................................................................          4
30                                                                                                                                                                                              30
                                                                                                                                                                                9999999999 99
31                                                                                                                                                                                              31
   5   Modified federal total income.  Combine lines 1 and 4 (add net increases or subtract net decreases) ......................                                           5
32                                                                                                                                                                              9999999999 99   32
33                                                                                                                                                                                              33
34 6   Federal total deductions from Federal Form 1041, lines 16 and 22 (see instructions) ............................................                                     6   9999999999 99   34
35                                                                                                                                                                                              35
36 7   RI taxable income.  Subtract line 6 from line 5 ...........................................................................................................          7   9999999999 99   36
37                                                                                                                                                                                              37
   8   Rhode Island income tax from RI-1041 Tax Computation Worksheet ........................................................................                              8
38                                                                                                                                                                              9999999999 99   38
39                                                                                                                                                                                              39
40 9   Allocation.  Enter amount from page 3, line 35 (resident estate or trusts enter 1.0000) .........................................                                    9   _  .  _  _  _  _0.999940
41                                                                                                                                                                                              41
   10  Rhode Island income tax after allocation.  Multiply line 8 by line 9...........................................................................                      10
42                                             DRAFT                                                                                                                            9999999999 99   42
43                                                                                                                                                                                              43
44 11  Credit for income taxes paid to other states from page 3, line(resident41 ). only............   11 999999999999                                                                          44
45                                                                                                                                                                                              45
   12  Other Rhode Island credits from RI Schedule CR, line 9 ........................................ 12
46                                                                                                        9999999999 99                                                                         46
47                                                                                                                                                                                              47
48 13  Total Rhode Island credits. Add lines 11 and 12 .........................................................................................................            13  9999999999 99   48
49                                                                                                                                                                                              49
50 14 a Rhode Island income tax after Rhode Island credits. Subtract line 13 from line 10 (not less than zero) ....................                                         14a 9999999999 99   50
51                                                                                                                                                                                              51
52 b Recapture of Prior Year Other Rhode Island Credits from RI Schedule CR, line 12...................................................                                     14b 9999999999 99   52
                                                         09/12/2023
53                                                                                                                                                                                              53
54 c Electing Small Business Trust Tax (see instructions)................................................................................................                   14c 9999999999 99   54
55                                                                                                                                                                                              55
56 d RI Pass-Through Withholding from RI Schedule PTW - 1041, line 13........................................................................                               14d 9999999999 99   56
57                                                                                                                                                                                              57
58 e Reserved for future use............................................................................................................................................... 14e                 58
59                                                                                                                                                                                              59
60     f TOTAL RHODE ISLAND TAX AND WITHHOLDING. Add lines 14a through 14e......................................................                                            14f 9999999999 99   60
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62                                                                                                                                                                                              62
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34567890123456789012345678901234567890123456789012345678901234567890123456789012Revised 
                                                                                                                                                                                09/2023

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4        State of Rhode Island Division of Taxation                                                                                                                                    4
5        2023 RI-1041                                                                                                                                                                  5
6        Fiduciary Income Tax Return                                                                                              23101799990102                                       6
7                                                                                                                                                                                      7
8                                                                                                                                                                                      8
   Name of estate or trust                                                                                                                       Federal employer identification number
9                                                                                                                                                                                      9
10 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX                                                                                                  999999999                             10
11                                                                                                                                                                                     11
12                                                                                                                                                                                     12
13                                                                                                                                                                                     13
   14 g Total tax and withholding from page 1, line 14f............................................................................................................ 14g
14                                                                                                                                                                     9999999999 99   14
15 15a Rhode Island 2023 income tax withheld from RI Schedule W, line 16.....................                                 15a                                                      15
16                                                                                                                                                                                     16
        All Forms W-2 and 1099 with RI withholding AND RI Schedule W must be attached.                                            9999999999 99
17                                                                                                                                                                                     17
18   b Payments on 2023 Form RI-1041ES and credits carried forward from 2022..........                                        15b 9999999999 99                                        18
19                                                                                                                                                                                     19
20   c Nonresident real estate withholding (nonresident estate)...............or trust only                                   15c 999999999999                                         20
21                                                                                                                                                                                     21
     d Rhode Island pass-through withholding paid on entity’s behalf...............................                           15d
22                                                                                                                                9999999999 99                                        22
23                                                                                                                                                                                     23
     e Other payments ....................................................................................................... 15e
24                                                                                                                                9999999999 99                                        24
25                                                                                                                                                                                     25
     f Total payments. Add lines 15a through 15e.................................................................................................................   15f
26                                                                                                                                                                     9999999999 99   26
27                                                                                                                                                                                     27
   g   Previously issued overpayments (if filing an amended return)....................................................................................             15g
28                                                                                                                                                                     9999999999 99   28
29                                                                                                                                                                                     29
   h   NET PAYMENTS. Subtract line 15g from line 15f.......................................................................................................         15h
30                                                                                                                                                                     9999999999 99   30
31                                                                                                                                                                                     31
   16a TAX DUE. If line 14g is larger than line 15h, SUBTRACT line 15h from line 14g...                                       16a
32                                                                                                                                9999999999 99                                        32
33                                                                                                                                                                                     33
     b Enter underestimating interest due. Add to line 16a or subtract from line 17..........                                 16b
34                                                                                                                                9999999999 99                                        34
35                                                                                                                                                                                     35
36   c TOTAL AMOUNT DUE. Add lines 16a and 16b..........................................................................................................            16c 9999999999 99  36
37 17  If line 15h is larger than line 14g, SUBTRACT line 14g from 15h.          This is the amount you overpaid.                                                   17                 37
38     If there is an amount due for underestimating interest on line 16b, subtract line 16b from line 17.............................                                 9999999999 99   38
39                                                                                                                                                                                     39
40 18  Amount of overpayment to be refunded......................................................................................................................   18 9999999999 99   40
41                                                                                                                                                                                     41
                                                     DRAFT 
42 19  Amount of overpayment to be applied to 2024 estimated tax .....................................................................................              19 9999999999 99   42
43                                                                                                                                                                                     43
44                                                                                                                                                                                     44
45                                                                                                                                                                                     45
46                                                                                                                                                                                     46
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48                                                                                                                                                                                     48
49                                                                                                                                                                                     49
50                                                                                                                                                                                     50
51                                                                                                                                                                                     51
52                                                                                                                                                                                     52
   Under penalties of perjury, I declare that I have examined09/12/2023this return and accompanying schedules and statements, and to the best of my knowledge and 
53                                                                                                                                                                                     53
54 belief, it is true, accurate and complete.  Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.                          54
55  Authorized officer signature                             Print name                                                                    Date                     Telephone number   55
56                                                                                                                                                                                     56
57  Paid preparer signature                                  Print name                                                                    Date                     Telephone number   57
58                                                                                                                                                                                     58
59  Paid preparer address                            City, town or post office               State                                      ZIP Code                                PTIN   59
60                                                                                                                                               P99999999                             60
61                                                                                                                                                                                     61
62                                              May the Division of Taxation contact your preparer?   YES                                                                              62
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                                            Mail to RI Division of Taxation - One Capitol Hill - Providence, RI 02908
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4                                        State of Rhode Island Division of Taxation                                                                                                                                                 4
5                                        2023 RI-1041                                                                                                                                                                               5
6                                        Fiduciary Income Tax Return                                                                                 23101799990103                                                                 6
7                                                                                                                                                                                                                                   7
8                                                                                                                                                                                                                                   8
   Name of estate or trust                                                                                                                              Federal employer identification number
9                                                                                                                                                                                                                                   9
10 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX                                                                                                         999999999                                                                   10
11 SCHEDULE I                                                        BENEFICIARY INFORMATION    (All estates and trusts must complete this schedule)                                                                                11
12                         If more space is needed, please attach the required information on a separate sheet of paper.                                      State of                                                              12
13                                                                             Name                                                          Address    Residence Social Security Number 13
14                                                                                                                                                                                                                                  14
15 20                      Beneficiary ....... XXXXXXXXXXXXXXXXXX                                            XXXXXXXXXXXXXXXXXXXXXXXX                         XX                                       999999999                    15
16                                                                                                                                                                                                                                  16
17 21                      Beneficiary ....... XXXXXXXXXXXXXXXXXX                                            XXXXXXXXXXXXXXXXXXXXXXXX                         XX                                       999999999                    17
18                                                                                                                                                                                                                                  18
19 22                      Beneficiary ....... XXXXXXXXXXXXXXXXXX                                            XXXXXXXXXXXXXXXXXXXXXXXX                         XX                                       999999999                    19
20                                                                                                                                                                                                                                  20
21 23                      Beneficiary ....... XXXXXXXXXXXXXXXXXX                                            XXXXXXXXXXXXXXXXXXXXXXXX                         XX                                       999999999                    21
22                                                                                                                                                                                                                                  22
23 24                      Beneficiary ....... XXXXXXXXXXXXXXXXXX                                            XXXXXXXXXXXXXXXXXXXXXXXX                         XX                                       999999999                    23
24                                                                                                                                                                                                                                  24
25 25                      Beneficiary ....... XXXXXXXXXXXXXXXXXX                                            XXXXXXXXXXXXXXXXXXXXXXXX                         XX                                       999999999                    25
26                                                                                                                                                                                                                                  26
27 SCHEDULE II ALLOCATION AND MODIFICATION   (To be completed by trusts and estates with nonresident beneficiaries) 27
28                                                                   Column A                Column B               Column C                         Column D                                          Column E                     28
29                                                                   Percent of              Column A  times total  Column A  times total            Combine Columns B and C.                          Residents enter amount from  29
                                                                                             federal income         net modifications                (add net increases or                             col D. Nonresidents enter RI 
30                                                                   beneficiaries’          page 1, line 1         page 1, line 4                   subtract net decreases.)                          source income from col B.    30
                                                                     interest  
31                                                                   (must equal 100%) Total Federal Income         Modifications to Federal Income  Modified Federal Income                           Total RI Source Income       31
32                                                                                                                                                                                                                                  32
33                                       26 Beneficiary ...          XXXXXX            999999999 99                 999999999 99                     999999999 99                                      99999999 99                  33
34                                                                                                                                                                                                                                  34
35                                       27 Beneficiary ...          XXXXXX            999999999 99                 999999999 99                     999999999 99                                      99999999 99                  35
36             Resident                                                                                                                                                                                                             36
37                         Beneficiaries 28 Beneficiary....          XXXXXX            999999999 99                 999999999 99                     999999999 99                                      99999999 99                  37
38                                                                                                                                                                                                                                  38
39                                       29 Beneficiary ...          XXXXXX            999999999 99                 999999999 99                     999999999 99                                      99999999 99                  39
40                                                                                                                                                                                                                                  40
41                                       30 Beneficiary ...          XXXXXX            999999999 99                 999999999 99                     999999999 99                                      99999999 99                  41
42                                                                                           DRAFT                                                                                                                                  42
43             Nonresident Beneficiaries 31 Beneficiary.....         XXXXXX            999999999 99                 999999999 99                     999999999 99                                      99999999 99                  43
44                                                                                                                                                                                                                                  44
45 32                                    Total ..................... 100%              999999999 99                 999999999 99                     999999999 99                                      99999999 99                  45
46                                                                                                                                                                                                                                  46
47 33                      Modifications to Rhode Island source income.  Enter amount from column C that is included in column E ..............  33                                                    99999999 99                  47
48                                                                                                                                                                                                                                  48
49 34                      Modified Rhode Island source income.  Combine lines 32, col E and 33 (add net increases - subtract net decreases)                                         34                99999999 99                  49
50                                                                                                                                                                                                                                  50
51 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                                                  0.9999                       51
                                                                                                                                                                                                       _  .  _  _  _  _
52                                                                                                                                                                                                                                  52
   SCHEDULE III                                                      CREDIT FOR INCOME TAXES PAID TO ANOTHER STATE09/12/2023 (resident estates or trusts only)
53                                                                                                                                                                                                                                  53
54 36                      Rhode Island income tax from page 1, line 8 ............................................................................................................. 36                999999999 99                 54
55 37                      Income from other state.  If more than one state, see instructions.............................................................................. 37                         999999999 99                 55
56 38                      Modified federal total income from page 1, line 5........................................................................................................ 38                999999999 99                 56
57 39                      Divide line 37 by line 38 .............................................................................................................................................. 39 _  .  _  _  _  _0.9999       57
58 40                      Multiply line 36 by line 39 ............................................................................................................................................ 40 999999999 99                 58
59 41                      Tax due and paid to other state ........................................ Insert abbreviation for name of state paid       XX                              41                999999999 99                 59
60 42                      Maximum tax credit (line 36, 40 or 41, whichever is the SMALLEST).  Enter here and on RI-1041, page 1, line 11.                                           42                999999999 99                 60
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