1                                                                                                                                                                                       1
  1  2   2    5  6  7  8  9  10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81   Form With grid With grid & data2   84 85
3 4                                                                                                                                                                                     82 83
3                                                                                                                                                                                       3
4                                                                                                                                                                                       4
5           2023 Schedule OR-SCH-P                                                                                                                        Office use only               5
6           Page 1 of 2, 150-101-051                  Oregon Department of Revenue                                   00582301010000                                                     6
7           (Rev. 07-18-23, ver. 01)                                                                                                                                                    7
8           Part-year Resident Trust Computation of Tax for Form OR-41 Filers                                                                                                           8
9                                                                                                                                                                                       9
10                                                                                                                                                                                      10
11                                                           Submit original form—do not submit photocopy                                                                               11
12          • Trust name                                                                                                                • Federal employer identification number (FEIN) 12
13                                                                                                                                                                                      13
                                                                                                                                          –
14          OregonXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXresident•From: Mo Day Year •To: Mo Day Year                                        99-9999999                                      14

15                                   99/99/9999/ /            99/99/9999/         /                                                                                                     15
16          Complete this form by beginning with page 2, Schedule 1.                                                                                                                    16
17                                                                                                                                                                                      17
18                                                                                                                       Beneficiary column             Fiduciary column                18
19            1.  Revised distributable net                                                                                                                                             19
20                income from page 2, line 4 ..... •     1.  99,999,999,999.00.00                                                                                                       20
21            2.  Distribution deduction (see instructions) .................................•                2.  99,999,999,999.00.00                                                  21
22              a.  Tax-exempt income                                                                                                                                                   22
23                   deducted in                                                                                                                                                        23
24                   computing line 2 ............... • 2a.  99,999,999,999.00.00                                                                                                       24
25              b.  Line 2 plus line 2a ............. •  2b. 99,999,999,999.00.00                                                                                                       25
26            3.  Percentage (line 2b divided by                                                                                                                                        26
27              line 1 and multiply by 100) ................................  •3. 999.9999.                       %  (Round to four decimal places)                                     27
28                                                                                                                                                                                      28
29            4.  Revised taxable income of fiduciary from Schedule OR-SCH-P, page 2, line 7 ................... •                              4. 99,999,999,999.00.00                 29
30            5.  Fiduciary adjustment from Schedule OR-SCH-P, page 2,                                                                                                                  30
31                line 19 (enter as a positive, whole number). Indicate whether                                                                                                         31
32              it should be:                                                                                                                                                           32
33                                                                                                                                                                                      33
34                •   X   Added  or       •  X        Subtracted ........................... •                5.  99,999,999,999.00.00                                                  34
35                                                                                                                                                                                      35
36              a.   Beneficiary’s share (line 5 × percent on line 3 —see                                                                                                               36
37                   instructions) ........................................................................ • 5a. 99,999,999,999.00.00                                                  37
38              b.  Fiduciary’s share (line 5 minus line 5a) ............................................................................... • 5b. 99,999,999,999.00.00                 38
39            6.  Income to be reported by beneficiaries (Form 1041,                                                                                                                    39
40              Schedule K-1 included—see instructions; total or net of                                                                                                                 40
41                lines 2 and 5a) ......................................................................... • 6.  99,999,999,999.00.00                                                  41
42            7.  Taxable income of fiduciary (total or net of lines 4 and 5b) ...................................................... •         7. 99,999,999,999.00.00                 42
43            8.  Oregon taxable income of fiduciary (from Form OR-41, line 7) ................................................ •               8. 99,999,999,999.00.00                 43
44                                                                                                                                                                                      44
45            9.  Tax on amount on line 7 (use rate schedule, Form OR-41, page 3) ............... •                              9.  99,999,999,999.00.00                               45
46                                                                                                                                                                                      46
47           10.  Percentage (line 8 divided by                                                                                                                                         47
48              line 7 and multiply by 100) ................................•10.  999.9999.                          %   (Round to four decimal places)                                 48
49           11.  Oregon tax: line 9 x percent on line 10. Enter here and on                                                                                                            49
50                Form OR-41, line 8 ......................................................................................... • 11. 99,999,999,999.00.00                               50
51                                                                                                                                                                                      51
52                                                                                                                                                                                      52
53                                                                                                                                                                                      53
54                                                                                                                                                                                      54
55                                                                                                                                                                                      55
56                                                                                                                                                                                      56
57                                                                                                                                                                                      57
58                                                                                                                                                                                      58
59                                                                                                                                                                                      59
60                                                                                                                                                                                      60
61                                                                                                                                                                                      61
62                                                                                                                                                                                      62
63                                                                                                                                                                                      63
64                                                                                                                                                                                      64
  1  2   65   5  6  7  8  9  10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81   65                             84 85
3 4                                                                                                                                                                                     82 83
66                                                                                                                                                                                      66

67                                                                                                                                                                                    67
  1  2   68   5  6  7  8  9  10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81   68   84 85
3 4                                                                                                                                                                                   82 83
69                                                                                                                                                                                    69
70                                                                                                                                                                                    70
71           2023 Schedule OR-SCH-P                                                                                                                                                   71
72           Page 2 of 2, 150-101-051        Oregon Department of Revenue                       00582301020000                                                                        72
73           (Rev. 07-18-23, ver. 01)                                                                                                                                                 73
74           Trust name                                                                                                                                          FEIN                 74
75           XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX                                                                                                                 99-9999999–          75
76                                                                                                                                                                                    76
77                      Schedule 1  —Oregon changes to distributable net income (DNI) and taxable income of fiduciary (TIF)                                                           77
78                                                                                              (Column A)                                                            (Column B)      78
79                                                                                              DNI                                                                   TIF             79
80                                                                                                                                                                                    80
81             1.  Distributable net income (see instructions) .........              •      1. 99,999,999,999.00.00                                                                  81
82             2.  Taxable income of fiduciary (see instructions) ......................................................................... •                 2. 99,999,999,999.00.00 82
83             3. • Other changes. Identify:                                                                                                                                          83
84                XXXXXXXXXXXXXXXXXXXXXXX _____________________________________ .......... • 3. 99,999,999,999.00.00 •                                        3. 99,999,999,999.00.00 84
85             4.  Revised distributable net income (column A,                                                                                                                        85
86              line 1 plus line 3); enter here and on                                                                                                                                86
87              page 1, line 1 .......................................................•      4. 99,999,999,999.00.00                                                                  87
88             5.  Total taxable income (column B, line 2 plus line 3) .................................................................. •                   5. 99,999,999,999.00.00 88
89             6.  Changes included on column A, line 3, that were distributed (see instructions) ...................... •                                    6. 99,999,999,999.00.00 89
90             7.  Revised taxable income of fiduciary (line 5 minus line 6); enter here and on                                                                                       90
91              page 1, line 4 ............................................................................................................................ • 7. 99,999,999,999.00.00 91
92                                                                                                                                                                                    92
93                                                                                                                                                                                    93
94                                                     Schedule 2  —Fiduciary adjustment                                                                                              94
95                                                     (Refer to specific instructions for Form OR-41)                                                                                95
96             Subtractions                                                                                                                                                           96
97             8.  2023 federal income tax subtraction  (0 to $7,800) (see Form OR-41 instructions) .................. •                                      8. 99,999,999,999.00.00 97
98             9.  Interest on U.S. obligations included in income on federal Form 1041 net of allocable                                                                              98
99              administration and miscellaneous expenses ............................................................................ •                      9. 99,999,999,999.00.00 99
100           10.  Oregon income tax refund included as income on federal Form 1041 .................................... • 10.                                   99,999,999,999.00.00 100
101           11.  Total other subtractions (from Schedule OR-ASC-FID, Section 2) ........................................... • 11.                              99,999,999,999.00.00 101
102           12.  Add lines 8 through 11 ............................................................................................................. • 12.    99,999,999,999.00.00 102
103                                                                                                                                                                                   103
104                                                                                                                                                                                   104
105           Additions                                                                                                                                                               105
106           13.  Oregon income tax deducted on 2023 federal Form 1041 ...................................................... • 13.                             99,999,999,999.00.00 106
107           14.  Interest on obligations of other states or their political subdivisions ....................................... • 14.                         99,999,999,999.00.00 107
108           15.  Depletion in excess of adjusted basis ...................................................................................... • 15.            99,999,999,999.00.00 108
109           16.  Estate taxes on income in respect to a decedent not taxable by Oregon ............................... • 16.                                   99,999,999,999.00.00 109
110           17.  Total other additions (from Schedule OR-ASC-FID, Schedule 1) ............................................. • 17.                              99,999,999,999.00.00 110
111           18.  Add lines 13 through 17 ........................................................................................................... • 18.     99,999,999,999.00.00 111
112           19.  Fiduciary adjustment (difference between lines 12 and 18; enter as a positive,                                                                                     112
113             whole number). Indicate whether it should be: ........................................................................ • 19.                     99,999,999,999.00.00 113
114                                                                                                                                                                                   114
                  •  
115                 X       Added  or  •  X  Subtracted. Enter amount on page 1, line 5.                                                                                              115
116                                                                                                                                                                                   116
117                                                                                                                                                                                   117
                                             Include this schedule with your Oregon Form OR-41.
118                                                                                                                                                                                   118
119                                                                                                                                                                                   119
120                                                                                                                                                                                   120
121                                                                                                                                                                                   121
122                                                                                                                                                                                   122
123                                                                                                                                                                                   123
124                                                                                                                                                                                   124
125                                                                                                                                                                                   125
126                                                                                                                                                                                   126
127                                                                                                                                                                                   127
128                                                                                                                                                                                   128
129                                                                                                                                                                                   129
130                                                                                                                                                                                   130
  1  2   131   5  6  7  8  9  10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81   131   84 85
3 4                                                                                                                                                                                   82 83
132                                                                                                                                                                                   132