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Department of Revenue Services	Form CT-1041	2008
State of Connecticut
(Rev. 12/08)	Connecticut Income Tax Return for Trusts and Estates	CT-1041

For residents, nonresidents, and part-year residents

Complete this form in blue or black ink only. Read the complete instructions in the Form CT-1041 instruction booklet before completing this form.

For calendar year 2008, or other taxable year beginning					______________________, 2008, and ending _______________________, ______

	Name of trust or estate							Federal Employer Identiﬁ cation Number (FEIN)
								•			__ __ __ __
								•
								__ __ • __ __ __
Name	Name and title of ﬁ duciary							DRS use only
Name									–		– 20
and									–		– 20
Address	Address of ﬁ duciary			Number and street			PO box	Decedent’s Social Security Number (SSN): For estates only
								•		•	__ __ __ __
								__ __ __ ••	__ __ ••		__ __ __ __
	City, town, or post ofﬁ ce			State			ZIP code	Check applicable box:
								Final return			Amended return

	Check here if you meet the Form CT-1041 Quick-File Requirements. See Quick-File Requirements on Page 13.
	Check here if you checked any of the boxes on Form CT-2210, Part 1.

Resident	Date trust was created or, for an estate, date of decedent’s death:						_______________________________
Resident	If estate was closed or trust terminated, enter date:				_________________________________
Status	If estate was closed or trust terminated, enter date:				_________________________________
Status
	Check applicable box:			Resident estate		Full-year resident trust		Part-year resident trust
				Nonresident estate		Nonresident trust

Type of	Check applicable box:			Decedent’s estate		Bankruptcy estate		Simple trust			Complex trust
Type of				Pooled income fund		Grantor type trust ﬁ ling federal Form 1041
Entity				Pooled income fund		Grantor type trust ﬁ ling federal Form 1041
Entity
	Indicate if:		Trust was created by the will of a decedent			Inter vivos trust: Complete Question A, on reverse.

Full-year	1.	Connecticut taxable income of ﬁ duciary from Schedule CT-1041C, Line 14, or to
Resident		Quick-File, see federal Form 1041, Line 22.							1			00
only	2.	Connecticut income tax multiply Line 1 by 5% (.05).							2			00
	2.	Connecticut income tax multiply Line 1 by 5% (.05).							2			00
Nonresident	3.	Allocated Connecticut income tax from Schedule CT-1041FA, Part 1, Line 12, for										00
Part-year		nonresident estates, nonresident trusts, or part-year resident trusts only.							3			00
	4.	Credit for income tax paid to qualifying jurisdictions by resident estates, resident
		trusts, or part-year resident trusts only: See instructions.							4			00
	5.	Subtract Line 4 from Line 2 or Line 3. See instructions.							5			00
Computation	6.	Connecticut alternative minimum tax from Form CT-1041, Schedule I, Part I, Line 23							6			00
of Tax
of Tax	7.	Add Line 5 and Line 6.							7			00
	7.	Add Line 5 and Line 6.							7			00
	8.	Adjusted net Connecticut minimum tax credit from Form CT-8801							8			00
	9.	Connecticut income tax: Subtract Line 8 from Line 7.							9			00
	10.	Connecticut income tax withheld: Attach supporting documents. See instructions.							10			00
Payments	11.	All 2008 estimated tax payments and any overpayment applied from a prior year							11			00
Payments	12.	Payments made with extension request (on Form CT-1041 EXT)							12			00
	13.	Total payments: Add Lines 10, 11, and 12.							13			00
	14.	If Line 13 is greater than Line 9, enter amount overpaid. Subtract Line 9 from Line 13.							14			00
	15.	Amount of Line 14 you want to be applied to your 2009 estimated tax							15			00
	16.	Balance of overpayment: Subtract Line 15 from Line 14.							16			00

Refund or	17.	Reserved for future use.							17
	18.	Amount to be refunded: Enter the amount from Line 16.
								Refund	18			00
Amount								Refund	18			00
Due	19.	If Line 9 is greater than Line 13, enter the amount of tax you owe. Subtract Line 13 from Line 9.							19			00
	19.								19			00
	20.	If late, enter penalty. See instructions.							20			00
	21.	If late, enter interest. See instructions.							21			00
	22.	Interest on underpayments of estimated tax from Form CT-2210							22			00
	23.	Amount due: Add Lines 19 through 22.					Amount you owe		23			00

Due date for calendar year ﬁlers: April 15, 2009

Make check payable to: Commissioner of Revenue Services

Mail to: Department of Revenue Services, State of Connecticut, PO Box 2934, Hartford CT 06104-2934

It is not necessary to attach federal Form 1041 or federal Schedule K-1. Write the FEIN of the trust or estate and “2008 Form CT-1041” on the check. The Department of Revenue Services (DRS) may submit your check to your bank electronically.

For electronic ﬁling options visit the DRS website at www.ct.gov/DRS and select the Taxpayer Service Center (TSC) image in the left tool bar.

Taxpayers must sign declaration on reverse.

Schedule A - Connecticut Fiduciary Adjustments: See instructions.

Additions

1.Interest on state and local government obligations other than Connecticut

2.Mutual fund exempt-interest dividends from state or municipal government obligations other than Connecticut

3.Loss on sale of Connecticut state and local government bonds: Enter as a positive number.

4.Connecticut income tax payments deducted in determining federal taxable income prior to deductions relating to distributions to beneﬁciaries

5.Other (Specify) __________________________________________________________________

6.Total additions: Add Lines 1 through 5.

Subtractions
7.	Interest on U.S. government obligations	7	00

8.	Exempt dividends from certain qualifying mutual funds derived from U.S. government obligations	8	00
9.	Gain on sale of Connecticut state and local government bonds	9	00
10.	Refunds of Connecticut income tax	10	00
11.	Other (Specify) __________________________________________________________________	11	00
12.	Total subtractions: Add Lines 7 through 11.	12	00
13.	Connecticut ﬁ duciary adjustment: Subtract Line 12 from Line 6. This amount may be positive or
	negative. Enter on Schedule CT-1041B, Part 1, Line f, Column 5.	13	00

Resident estates or full year resident trusts, except for those that meet the Quick-File Requirements, must attach Schedule CT-1041C and, if applicable, Schedule CT-1041FA.

Questions

A.If the trust is an inter vivos trust, enter name, address, and Social Security Number of grantor:

____________________________________________________________________________________________________

B.If you checked “Part-year resident trust” on the front of this return, enter the date on which the trust became irrevocable: _________________________________________________

C.Does the trust or estate have an interest in real property or tangible personal property located in

Connecticut?	Yes	No

Completed CT-1041 schedules must be attached to the back of Form CT-1041 in the following order unless the trust or estate meets the Quick-File Requirements.

1.Schedule CT-1041B

2.Schedule CT-1041C

3.Schedule CT-1041FA

4.Schedule I

Also attach the following, if applicable:

1.Form CT-8801;

2.Forms W-2, W-2G, 1099, and Schedule CT K-1 if Connecticut income tax was withheld or the tax withheld will be disallowed; and

3.Copies of all income tax returns ﬁled with qualifying jurisdictions or the credit for income taxes paid to a qualifying jurisdiction will be disallowed.

Declaration: I declare under penalty of law that I have examined this return (including any accompanying schedules and statements) and, to the best of my knowledge and belief, it is true, complete, and correct. I understand the penalty for willfully delivering a false return or document to the DRS is a ﬁne of not more than $5,000, or imprisonment for not more than ﬁve years, or both. The declaration of a paid preparer other than the taxpayer is based on all information of which the preparer has any knowledge.

Sign	Signature of ﬁ duciary or ofﬁcer representing ﬁduciary	Date	Telephone number
Sign			(	)
Here			(	)
Here
Keep a	Paid preparer’s signature		Preparer’s Tax Identiﬁ cation Number (PTIN) or SSN
Keep a
copy of
this return
this return	Firm’s name and address		FEIN
for your	Firm’s name and address		FEIN
for your
records.

			Telephone number
			(	)

Check this box if you used a paid preparer and do not want forms sent to you next year.

This does not relieve you of your responsibility to ﬁle.

Form CT-1041 Back (Rev. 12/08)

Question	Answer
Form Name	Ct 1041 Form
Form Length	2 pages
Fillable?	No
Fillable fields	0
Avg. time to fill out	30 sec
Other names	Subtractions, ct 1041, form ct 1041, CT-1041C

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