Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Jun 5, 2019 10:18:56 PM

Can I verify that I filed a Form 1041 Estate Tax Return last year? I prepared it, and have the K-1 distribution form, but I can't remember if I mailed it to the IRS.

This is a fiscal year 1041, needing to be mailed in by mid-November of 2015. No tax was due for that return itself. I had it completed by mid-March of 2015, but cannot remember if I sent it in then, or simply forgot about it.

0 5 5700
1 Best answer
Employee Tax Expert
Jun 5, 2019 10:18:58 PM

You can order a transcript from the IRS or get exact copies for a fee. TurbTax cannot check if you have mailed in your return.

https://www.irs.gov/Individuals/Get-Transcript

5 Replies
Employee Tax Expert
Jun 5, 2019 10:18:58 PM

You can order a transcript from the IRS or get exact copies for a fee. TurbTax cannot check if you have mailed in your return.

https://www.irs.gov/Individuals/Get-Transcript

New Member
Jun 5, 2019 10:18:59 PM

Thanks for the answer, but it doesn't quite work. The Get-Transcript site requires a SSN, which the 1041 does not have a spot for. It is a trust with an EIN provided by probate. I had gone to this site before and realized it was for individuals, not trusts. Where can I get a transcript for an employer/estate-type return?

Employee Tax Expert
Jun 5, 2019 10:19:01 PM

You will still need to complete form 4506T for the request. See this link for special instruction for an Estate Tax Return. Scroll down, second half of page. <a rel="nofollow" target="_blank" href="https://www.irs.gov/irspup/Businesses/Small-Businesses-%26-Self-Employed/Transcripts-in-Lieu-of-Estate-Tax-Closing-Letters">https://www.irs.gov/irspup/Businesses/Small-Businesses-%26-Self-Employed/Transcripts-in-Lieu-of-Estate-Tax-Closing-Letters</a>

1b. is SS, individual taxpayer id number, Or EIN. See instructions.

New Member
Jun 5, 2019 10:19:02 PM

Just what I needed. Thank you.

Employee Tax Expert
Jun 5, 2019 10:19:04 PM

Your Welcome!