Enlarge image | 67891011121314151617181920212223242526272829303132333435363738394041424344454647484950515253545556575859606162636465666768697071 727374757677787980 4 4 5 IT-141 WEST VIRGINIA FIDUCIARY INCOME TAX RETURN 5 6 REV 07/2023 (for resident and non-resident estates and trusts) 6 2023 7 7 Estate or FEIN 8 Trust Name 8 9 Trustee Executor 9 10 Name 10 11 FIRST LINE OF SECOND LINE OF 11 12 ADDRESS ADDRESS 12 13 13 CITY STATE ZIP 14 14 15 FILING PERIOD EXTENDED FISCAL YEAR FILER CHECK ONE: CHECK IF APPLICABLE: 15 ENDED DUE DATE 16 MM DD YYYY MM DD YYYY Resident Non-Resident Final Amended 16 17 TYPE OF ENTITY 17 18 SIMPLE COMPLEX DECEDENT’S CH7 CH11 QUALIFIED POOLED ESBT GRANTOR 18 TRUST TRUST ESTATE DISABILITY TRUST INCOME FUND (S portion only) TYPE TRUST 19 Bankruptcy estate 19 20 DECEDENT Date of Death SSN Final Individual Return 20 21 INFO MM/DD/YYYY Filed for Decedent 21 22 22 23 1. Federal taxable income (enter line 23, Federal Form 1041 or line 11, 1041-QFT) ............................................. 1 .00 23 24 24 25 2. West Virginia fiduciary additions (Schedule B, line 6) ........................................................................................ 2 .00 25 26 26 27 3. West Virginia fiduciary subtractions (Schedule B, line 11) .................................................................................. 3 .00 27 28 28 29 4. West Virginia taxable income (sum of lines 1 and 2 minus line 3) ...................................................................... 4 .00 29 30 IF THIS IS A SIMPLE TRUST HAVING NO TAXABLE INCOME, OMIT LINES 5-7 30 31 31 32 5. West Virginia tax (check one) Rate Schedule Schedule NR ................................................... 5 .00 32 33 33 34 6. Credits from Tax Credit Recap Schedule (see schedule page 6) ........................................................................ 6 .00 34 35 35 36 7. Adjusted tax due (line 5 minus line 6) .................................................................................................................. 7 .00 36 37 37 38 8. Non-resident income subject to tax (total of income for Bene ficiaries, column F) ............................................... 8 .00 38 39 39 40 9. West Virginia income tax paid for non-resident bene ficiaries (total of Withholding for Bene ficiaries, Column H) 9 .00 40 41 41 42 10. Combined tax due (sum of lines 7 and 9) .............................................................................................................. 10 .00 42 43 11. West Virginia fiduciary income tax withheld (See Instructions) 43 44 44 CHECK HERE IF WITHHOLDING IS FROM NRSR (NON RESIDENT SALE OF REAL ESTATE) ................................................... 11 .00 45 45 46 12. Refundable Credit (Build WV) ............................................................................................................................ 12 46 47 47 48 13. Estimated payments/payments with extension of time ......................................................................................... 13 .00 48 49 49 50 14. Paid with original return (amended return only) .................................................................................................... 14 .00 50 51 51 52 15. Overpayment previously refunded or credited (amended return only) ................................................................. 15 .00 52 53 53 54 16. Total payments (sum of lines 11, 12, 13, and 14 minus line 15) ............................................................................ 16 .00 54 55 55 56 17. Balance of tax due (line 10 minus line 16) ............................................................................................................ 17 .00 56 57 18. Overpayment (if line 16 is larger than line 10, 57 58 enter amount) ............................................................. 18 .00 58 59 59 60 19. Amount of line 18 to be credited to next year’s tax 19 .00 60 61 61 62 *P35202301W* 20. Amount to be refunded (line 18 minus line 19) .... 20 .00 62 63 P35202301W 63 678910111213141516171819202122232425262728293031323334353637383940414243444546474849505152535455565758596061626364656667686970711727374757677787980 |
Enlarge image | 67891011121314151617181920212223242526272829303132333435363738394041424344454647484950515253545556575859606162636465666768697071 727374757677787980 4 4 5 Schedule WITHHOLDING FOR BENEFICIARIES AND 5 6 SB 6 Form IT-141 NON-RESIDENT TAX PAID FOR WITHHOLDING 7 2023 7 8 ATTACH ADDITIONAL COPIES OF WITHHOLDING FOR BENEFICIARIES AS NEEDED 8 9 NAME AND ADDRESS OF EACH BENEFICIARY 9 10 NAME STREET OR MAILING ADDRESS CITY STATE ZIP CODE 10 11 11 1 12 12 13 13 2 14 14 15 15 3 16 16 17 17 4 18 18 19 19 5 20 20 21 21 6 22 22 23 23 7 24 24 25 25 8 26 26 27 27 9 28 28 29 29 10 30 30 31 (A) (E) (F) (G) (H) 31 BENEFICIARY SHARE OF RATE TAX PAID FOR 32 SOCIAL SECURITY WEST VIRGINIA FILING METHOD IF NRW-4 WV INCOME BENEFICIARIES 32 33 # (B) RESIDENT (C) COMPOSITE (D) NONRES PREVIOUSLY WITHHOLDING 33 FILED 34 34 35 1 5.12% 35 36 36 2 5.12% 37 37 38 38 39 3 5.12% 39 40 40 41 4 5.12% 41 42 42 5 5.12% 43 43 44 44 45 6 5.12% 45 46 46 47 7 5.12% 47 48 48 8 5.12% 49 49 50 50 9 5.12% 51 51 52 52 10 5.12% 53 53 54 54 TOTALS 5.12% 55 55 56 56 57 57 58 58 59 59 60 60 61 61 62 62 *P35202302W* 63 P35202302W 63 678910111213141516171819202122232425262728293031323334353637383940414243444546474849505152535455565758596061626364656667686970712727374757677787980 |
Enlarge image | 67891011121314151617181920212223242526272829303132333435363738394041424344454647484950515253545556575859606162636465666768697071 727374757677787980 4 4 5 SCHEDULE 5 6 B 6 F IT-141 WEST VIRGINIA FIDUCIARY MODIFICATIONS 7 2023 7 8 COLUMN II:AMOUNT ALLOCATED 8 COLUMN I:TOTAL If this is a Simple Trust having 9 ADDITIONS: NO Taxable Income, OMIT Col. II 9 10 10 11 1. Interest income on state and municipal bonds, other than West Virginia ......... 11 12 12 13 2. Lump sum distribution (Federal Form 4972) ..................................................... 13 14 14 15 3. Federal exemption (Form 1041, line 21) ........................................................... 15 16 16 17 4. Other additions – state nature and source ___________________________.... 17 18 18 19 5. Electing small business trust additions .............................................................. 19 20 6. TOTAL ADDITIONS 20 21 (Add Lines 1 through 5, Col. II and enter here and on Page 1, Line 2).............. 21 22 SUBTRACTIONS: COLUMN I:TOTAL COLUMN II:AMOUNT ALLOCATED 22 23 23 24 7. Interest income on US obligations speci fically exempt from state tax ............... 24 25 8. West Virginia exemption .................................................................................... 600.00 600.00 25 26 26 27 9. Other subtractions – state nature and source ________________________ ... 27 28 28 29 10. Electing small business trusts subtractions ....................................................... 29 30 11. TOTAL SUBTRACTIONS 30 31 (Add Lines 7 through 10, Col. II and enter here and on Page 1, Line 3) ......... 31 32 NET FIDUCIARY MODIFICATIONS COLUMN I:TOTAL COLUMN II:AMOUNT ALLOCATED 32 33 33 34 12. NET FIDUCIARY MODIFICATIONS (Line 6 minus Line 11) 34 35 35 36 36 Direct Deposit 37 37 38 of Refund CHECKING SAVINGS ROUTING NUMBER ACCOUNT NUMBER 38 39 PLEASE REVIEW YOUR ACCOUNT INFORMATION FOR ACCURACY. INCORRECT ACCOUNT INFORMATION MAY RESULT IN A $15.00 RETURNED PAYMENT CHARGE. 39 40 I authorize the State Tax Division to discuss my return with my preparer YES NO 40 41 41 Under penalty of perjury, I declare that I have examined this return, accompanying schedules, and statements, and to the best of my knowledge and belief, it is true, correct and complete. 42 42 43 43 44 _________________________________________________________________________________________________________________________ 44 (Signature of Fiduciary or O fficer Representing Fiduciary) (Date) (Email) 45 45 46 46 47 47 48 Paid (Signature of Preparer) (Date) 48 49 Preparer’s 49 50 Use Only 50 51 (Preparer’s EIN) (Printed Name) (Telephone Number) 51 52 52 53 53 54 54 55 55 56 56 57 57 58 58 59 59 60 60 61 61 62 62 *P35202303W* 63 P35202303W 63 678910111213141516171819202122232425262728293031323334353637383940414243444546474849505152535455565758596061626364656667686970713727374757677787980 |