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Printable Form 1041 (Schedule I) Oxnard California: What You Should Know
Are you a United States citizen? 2. Was your decedent an individual who was at least seventy-five years of age and less than or equal to the threshold of disability as defined in 38 USC section 6001(d)(7). Do you plan to claim a foreign tax credit or other foreign refund? 3. Are you or anyone else to whom you have or are required to add as a beneficiary, the following as tax on the estate or trust income: tax, Social Security, Medicare, Supplemental Security Employment, Railroad Retirement, Unemployment compensation, Federal unemployment compensation, federal supplemental health insurance, Medicare (including any premium or cost-sharing for Part A, B, or D), medicare supplement, medicare extension, Medicare or Medicaid supplemental disability (FRA) (including the cost of any hospitalization, nursing home, or medical treatment incurred for a disability), and any tax or amount added to the estate as a result of the death of a person with whom the decedent was living unless it is an exaction that the person voluntarily contracted for from any person for his or her benefit and the estate or trust pays that amount directly to the person to the extent reasonably necessary to pay the person's tax on the estate or trust; 4. Is your spouse and any dependents (or anyone else) to whom you are or are required to add as tax on the estate or trust income or any money that you or anyone else has or is expected to add as a credit or refund and any money (or any part thereof) that you or anyone else has or is expected to add on the estate or trust to pay tax on the estate or trust, which payments you or anyone else makes to that person (or to any other person) for that purpose shall be paid directly to that person, to the extent reasonably necessary to pay the person's tax on the estate or trust? 5. Were you a member of your decedent's household at all times during the decedent's lifetime? If not, for what time period? 6.
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