Form 1041-QFT

Department of the Treasury 

Internal Revenue Service 

U.S. Income Tax Return for Qualified Funeral Trusts

Go to www.irs.gov/Form1041QFT for instructions and the latest information.

OMB No. 1545-1593

2023

For calendar year 2023 or short year beginning , 2023, and ending , 2023. 

Part I General Information 

1 Name of trust or other entity filing return 2 Employer identification number (EIN)

3a Name and title of trustee 

3b Number, street, and room or suite no. (If a P.O. box, see the instructions.) 

3c City or town, state, and ZIP code 4 Number of QFTs included on this return 

5 Check applicable boxes: 

Initial return Amended return Final return Change in the fiduciary or fiduciary’s name Change in fiduciary’s address

Part II Tax Computation Income

1a Interest income . . . . . . . . . . . . . . . . . . . . . . . . . . . 1a 

b Tax-exempt interest. Don’t include on line 1a . . . . . . . . . 1b 

2 a Total ordinary dividends . . . . . . . . . . . . . . . . . . . . . . . . 2a 

b Qualified dividends . . . . . . . . . . . . . . . . . . 2b 

3 Capital gain or (loss) (attach Schedule D (Form 1041)) . . . . . . . . . . . . . . 3 

4 Other income. List type and amount 4 

5 Total income. Combine lines 1a, 2a, 3, and 4 . . . . . . . . . . . . . . . . . 5 

Deductions

6 Taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 

7 Trustee fees . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 

8 Attorney, accountant, and return preparer fees . . . . . . . . . . . . . . . . . 8 

9 Other deductions . . . . . . . . . . . . . . . . . . . . . . . . . . 9 

10 Total deductions. Add lines 6 through 9 . . . . . . . . . . . . . . . . . . . 10 

Tax and Payments 

11 Taxable income. Subtract line 10 from line 5 . . . . . . . . . . . . . . . . . 11 

12 Tax. (If this is a composite return, check here ) . . . . . . . . . . . . . . . 12 

13 Credits (see instructions). Specify the credits claimed 13 

14 Subtract line 13 from line 12 . . . . . . . . . . . . . . . . . . . . . . . 14 

15 Net Investment Income Tax from Form 8960, line 21 . . . . . . . . . . . . . . . 15

16 Total tax. Add lines 14 and 15 . . . . . . . . . . . . . . . . . . . . . . 16 

17 Payments (see instructions) . . . . . . . . . . . . . . . . . . . . . . . 17

18 Elective payment election amount from Form 3800 . . . . . . . . . . . . . . . 18

19 Tax due. If the total of lines 17 and 18 is smaller than line 16, enter amount owed . . . . . 19 

20 Overpayment. If the total of lines 17 and 18 is larger than line 16, enter amount overpaid . . 20

21 Amount of line 20 to be: a Credited to 2024 estimated tax b Refunded 21

Sign 

Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge

and belief, it is true, correct, and complete. Declaration of preparer (other than trustee) is based on all information of which preparer has any knowledge.

Signature of trustee or officer representing trustee Date

May the IRS discuss this return 

with the preparer shown below? 

See instr. Yes No 

Paid 

Preparer 

Use Only

Print/Type preparer’s name Preparer’s signature Date Check if 

self-employed

PTIN

Firm’s name 

Firm’s address 

Firm’s EIN 

Phone no.

For Paperwork Reduction Act Notice, see instructions. Cat. No. 25368F Form 1041-QFT (2023)