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Department of Revenue Services State of Connecticut (Rev. 12/14) 2014 Schedule CT-1041FA Fiduciary Allocation Complete this schedule in blue or black ink only. Name of trust or estate Federal Employer
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Schedule CT-1041FA fiduciary allocation is a form used by fiduciaries in Connecticut to report the allocation of income, deductions, and other tax items among the beneficiaries of an estate or trust.
Fiduciaries of estates and trusts in Connecticut are required to file Schedule CT-1041FA fiduciary allocation if there are multiple beneficiaries who are entitled to receive income or distributions from the estate or trust.
Schedule CT-1041FA fiduciary allocation must be completed by providing detailed information about the income, deductions, and allocations for each beneficiary of the estate or trust. The form should be filled out accurately and submitted with the tax return of the estate or trust.
The purpose of Schedule CT-1041FA fiduciary allocation is to ensure that the income and deductions of an estate or trust are properly allocated among the beneficiaries in accordance with the tax laws of Connecticut.
Schedule CT-1041FA fiduciary allocation requires information such as the name and taxpayer identification number of each beneficiary, the amount of income and deductions allocated to each beneficiary, and any other relevant tax items.
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