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It requires fiduciary identification, FEIN and decedent SSN, residency and county probate details, and includes sections for composite return requirements and POA authorization, plus tax disclosure designation and income line items to report interest, dividends, gains, and deductions.",{"@graph":63,"@context":122},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/iowa-fiduciary-return-ia-1041-form-2025/304469/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/iowa-fiduciary-return-ia-1041-form-2025/304469.png","ImageObject",442,249,{"name":88,"@type":89},"Stanford","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-09-24","2026-09-19",true,{"@type":98,"interactionType":99,"userInteractionCount":73},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114,118],{"name":105,"@type":106,"acceptedAnswer":107},"What return types can be selected on IA 1041?","Question",{"text":108,"@type":109},"The form provides checkboxes for Initial Return, Final Return, and Amended Return, along with options to include IA 102 and make a Section 645 Election where applicable.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"What information about the fiduciary and estate or trust is required?",{"text":113,"@type":109},"You must provide the name of the estate or trust, the fiduciary name and title, FEIN, decedent SSN, and the fiduciary’s address, including city, state, and ZIP, plus residency status and Iowa county/probate details.",{"name":115,"@type":106,"acceptedAnswer":116},"How is composite return status determined on the form?",{"text":117,"@type":109},"A composite return requirement can apply if the trust or estate has items listed under categories 1 through 4 for the tax year (for example, certain nonresident beneficiaries or entities without an Iowa commercial domicile).",{"name":119,"@type":106,"acceptedAnswer":120},"What kinds of income and deductions must be reported?",{"text":121,"@type":109},"The form includes line items to enter amounts for interest income, ordinary dividends, business income or loss, capital gains or losses, rents/royalties and related items, farm income or loss, ordinary gains or losses, other income, and Federal total income components and deductions such as taxes, fiduciary fees, charitable deductions, and professional fees.","https://schema.org",{"og:url":78,"og:type":124,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":126,"canonical":78},"index,follow",{"doc_id":128,"site_id":56},304469,1790287793,{"code":4,"msg":5,"data":131},{"doc_id":128,"user_id":132,"nickname":88,"user_avatar":133,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":134,"file_id":135,"file_url":136,"file_type":137,"file_size":138,"view_count":73,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":139,"language":140,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":141,"faqs":142,"seo_title":143,"seo_description":61,"update_tm":144,"read_time":79},2336477552062,"https://ap-avatar.wpscdn.com/davatar_994ba38a5ba835b3df7d355c54d3ed8d","2025 IA 1041  \n  Iowa Fiduciary Return  \n[revenue.iowa.gov](revenue.iowa.gov)  \nFor Calendar Year 2025 or tax year beginning  \n􀁘  \nto  \n􀁘  \nInitial Return Final Return  \nAmended Return  \n(Include IA 102) Section 645 Election Short Period  \nReturn Type (Check Applicable Boxes:)  \n􀁘   \n􀁘   \n􀁘   \n􀁘   \n􀁘   \nTax Certificate of Acquittance Requested?  \nIs an IA 706 being filed?  \nYes No  \n􀁘  \n􀁘  \n􀁘   \n􀁘   \nEstate Grantor Trust Simple Trust Complex Trust Bankruptcy Estate Burial Trust Fund  \nEstate or Trust Entity Type (Mark all that apply):  \n􀁘  \n􀁘   \n􀁘   \n􀁘   \n􀁘   \n􀁘   \nTestamentary Inter Vivos  \nIf a trust, check one:  􀁘  􀁘    \nResident Nonresident Part-year resident  \nResidency Status:  􀁘  􀁘  􀁘    \nName of estate or trust  \n􀁘  \nName and title of fiduciary  \n􀁘  \nFederal Employer  \nIdentification Number (FEIN)  \nDecedent’s Social  \nSecurity Number (SSN)  \nAddress of fiduciary  \n􀁘   \nCity State ZIP  \n􀁘 􀁘  \n\n|  |  |\n| --- | --- |\n\n􀁘  \n\n|  |  |  |  |  |\n| --- | --- | --- | --- | --- |\n\nIowa County in which estate is  \npending: Probate number: Date of Death:  \n􀁘  \n􀁘  \n􀁘  \n63-001a (06/30/2025)  \n2025 IA 1041, Page 2   \nName of estate or trust FEIN  \nComposite Return Requirement-Does the trust or estate have any of the following in the tax year?  \n1. A nonresident individual as a beneficiary? ..........................................................................................  \n2. An estate or trust without a situs in Iowa as a beneficiary?.................................................................  \n3. A C or S corporation without a commercial domicile in Iowa as a beneficiary? ..................................  \n4. A partnership without a commercial domicile in Iowa as a beneficiary?..............................................  \n5. A composite credit received from another entity on an Iowa K-1? ......................................................  \nYes No  \n􀁘  \n􀁘  \n􀁘  \n􀁘  \n􀁘  \n􀁘   \n􀁘   \n􀁘   \n􀁘   \n􀁘   \nIf you answered yes to any of “1” through “4”, you may have a composite return requirement, see instructions.  \n63-001b (06/30/2025)  \n2025 IA 1041, Page 3   \nPOWER OF ATTORNEY AUTHORIZATION (POA)  \nAuthorization is granted to the person listed below to act as the estate’s representative before the Iowa Department of Revenue, to make written or oral presentation on behalf of the estate, and to receive confidential state tax information under Iowa Code section 450 .68, including an income tax certificate of acquittance. This authorization is limited to those acts and information relevant to this return, and does not authorize the representative to receive federal tax information.  \nRepresentative Name  \n􀁘   \n􀁘  \nRepresentative identification number  \n\n|  |  |  |  |  |  |  |  |  |  |\n| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |\n\nID Type, check one:  \nSSN  \n􀁘   \nPTIN  \n􀁘   \n􀁘  \nIAN  \nITIN  \n􀁘   \nCAF  \n􀁘   \nPhone number Email  \nAddress  \n􀁘   \nCity State ZIP  \n􀁘  \n􀁘  \n\n|  |  |\n| --- | --- |\n\n􀁘  \n\n|  |  |  |  |  |\n| --- | --- | --- | --- | --- |\n\nDESIGNATION FOR TAX DISCLOSURE (for individuals not authorized to act on behalf of the taxpayer)  \nThis designation allows for the designee to receive the estate’s confidential state tax information in regard to this return. This designation does not authorize a designee to represent the estate or receive federal tax information.  \nRepresentative Name  \n􀁘   \n􀁘  \nRepresentative identification number  \n\n|  |  |  |  |  |  |  |  |  |  |\n| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |\n\nSSN  \nID Type, check one: 􀁘   \nPTIN  \n􀁘   \n􀁘  \nIAN  \nITIN  \n􀁘   \nCAF  \n􀁘   \nPhone number Email  \nAddress  \n􀁘   \nCity State ZIP  \n􀁘  \n􀁘  \n\n|  |  |\n| --- | --- |\n\n􀁘  \n\n|  |  |  |  |  |\n| --- | --- | --- | --- | --- |\n\n63-001c (06/30/2025)  \n2025 IA 1041, Page 4   \n􀁘  \nName of estate or trust  \nFEIN  \nEnter Dollars and Cents  \n1. Interest income .................................................................................................................................  \n2. Ord","cbCaihhSOoWS0EBf","https://ap.wps.com/l/cbCaihhSOoWS0EBf","pdf",858752,10,"English","# Return Type and Filing Questions\n## Estate or Trust Entity Information\n# Composite Return Requirement\n## Power of Attorney Authorization (POA)\n## Designation for Tax Disclosure\n# Income and Deductions (Enter Dollars and Cents)","[{\"question\":\"What return types can be selected on IA 1041?\",\"answer\":\"The form provides checkboxes for Initial Return, Final Return, and Amended Return, along with options to include IA 102 and make a Section 645 Election where applicable.\"},{\"question\":\"What information about the fiduciary and estate or trust is required?\",\"answer\":\"You must provide the name of the estate or trust, the fiduciary name and title, FEIN, decedent SSN, and the fiduciary’s address, including city, state, and ZIP, plus residency status and Iowa county/probate details.\"},{\"question\":\"How is composite return status determined on the form?\",\"answer\":\"A composite return requirement can apply if the trust or estate has items listed under categories 1 through 4 for the tax year (for example, certain nonresident beneficiaries or entities without an Iowa commercial domicile).\"},{\"question\":\"What kinds of income and deductions must be reported?\",\"answer\":\"The form includes line items to enter amounts for interest income, ordinary dividends, business income or loss, capital gains or losses, rents/royalties and related items, farm income or loss, ordinary gains or losses, other income, and Federal total income components and deductions such as taxes, fiduciary fees, charitable deductions, and professional fees.\"}]","Iowa Fiduciary Return - IA 1041 - Form 2025 | PDF",1789813701]