Schedule J - Accumulation Distribution for Certain Complex Trusts

U.S. Income Tax Return for Estates and Trusts

⚠️ Notice: This information collection may be referencing outdated material. More recent filings for OMB 1545-0092 can be found here:

Documents and Forms

Document Name Document Type
Form Schedule J (Form 1 Schedule J - Accumulation Distribution for Certain Complex Trusts Form and Instruction
Schedule J (Form 1 Schedule J - Accumulation Distribution for Certain Compl Sch J (1041).pdf Form and Instruction
Sch J (1041) - 2009 burden.PDF 2009 burden estimate IC Document
Sch J (1041) - summary of changes.pdf Schedule J (Form 1041) - Summary of changes IC Document

Information Collection (IC) Details

IC Title:	Schedule J - Accumulation Distribution for Certain Complex Trusts	Agency IC Tracking Number:

Is this a Common Form? No		IC Status: New

Obligation to Respond: Mandatory

CFR Citation:

Information Collection Instruments:

Document Type	Form No.	Form Name	Instrument File	URL	Available Electronically?	Can Be Submitted Electronically?	Electronic Capability
Form and Instruction	Schedule J (Form 1041)	Schedule J - Accumulation Distribution for Certain Complex Trusts	Sch J (1041).pdf		Yes	Yes	Fillable Fileable

Line of Business: General Government

Subfunction: Taxation Management

Privacy Act System of Records
Title:	FR Citation:

Number of Respondents: 1,000	Number of Respondents for Small Entity: 0

Affected Public: Private Sector	Private Sector: Businesses or other for-profits

Percentage of Respondents Reporting Electronically: 36 %

	Approved	Program Change Due to Agency Discretion	Change Due to Adjustment in Agency Estimate
Annual Number of Responses for this IC	1,000	0	1,000
Annual IC Time Burden (Hours)	15,370	-27,370	42,740
Annual IC Cost Burden (Dollars)	0	0	0

Documents for IC

Title	Document	Date Uploaded
2009 burden estimate	Sch J (1041) - 2009 burden.PDF	11/16/2009
Schedule J (Form 1041) - Summary of changes	Sch J (1041) - summary of changes.pdf	11/16/2009

Blank fields in records indicate information that was not collected or not collected electronically prior to July 2006.