1041 Disaster Assistance Designation

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Federal

To enter disaster designations for the 1041 federal return, do the following:

Go to Organizer > General Information > Basic Return Information > Return Information.
Scroll to the Disaster Relief Provisions section at the bottom of the screen.
Enter the IRS-issued Disaster Designation.
Go to Organizer > Letters and Filing Instructions > Filing Instruction Options.
Enter the IRS-designated extended due date.

States

If the IRS extends the federal return due date as a result of a natural disaster or other event, then states may adopt the same provision. If this is the case for any of the states that you are processing OR any state-specific events that might exist which are not adopted by the IRS, then take the following steps:

States Adopting the IRS Extension Provisions

Enter the federal information as indicated above.
Go to Organizer > States > Common State > State Disaster Provisions.
Check Print Heading for those states adopting the IRS extension provision.
Perform a full recompute. The Heading field will be populated with the same entry made in the Federal Disaster Provision field. This information will print at the top of the state return.
If the state requires different text, then override the Heading field with the required wording.

Other Situations Requiring Unique State-Specific Heading Information

Check Print Heading for a specific state.
Enter the unique, state-specific heading information. This information does not have to be entered in the Federal Disaster Provision field.
Perform a full recompute. This information will print at the top of the state return.

Tax Application Disaster Assistance/1041_disaster.htm/TY2021

Last Modified: 02/03/2022

Last System Build: 02/03/2022