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The trustee of a charitable remainder trust must annually file a Form 1041-A and Form 5227 (the instructions to Form 5227 require charitable remainder trusts to distribute a Form 1041, Schedule K-1 to the recipient of the unitrust or annuity trust amount reporting the income and deductions reflected on the Form 5227). free income tax software State income taxes. A charitable remainder trust is not required to file a Form 1041 unless the trust has unrelated business taxable income (described below). 2. Charitable Lead Trusts. free income tax software Georgia state tax forms. The trustee of a charitable lead trust must annually file a Form 1041 and prepare a Schedule K-1 indicating the beneficiary's share of all items of income, deductions and credits. If any part of the trust's income is taxable under the "grantor trust" rules of IRC ''671-679 (which describe situations where the trust will be ignored and the trust's income, deductions and credits will be reported on the donor's individual income tax return), then such income is not listed on the Form 1041 but is rather shown on a separate statement, along with applicable identifying information. This statement is then attached to and filed with the Form 1041. free income tax software Ohio taxes. 3. Deadline for Filing. All forms must be filed on or before the 15th day of the fourth month following the close of the trust's taxable year. In the case of charitable remainder trusts, which are required to adopt a calendar year, the forms must be filed by April 15. B.
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