CO General,Modifications, Amended Return
Amount
COGen
5FCOGEN 01 01/11/16 FIDUCIARY
Refund shown on original return . . . . Colorado account number . . . .
Modifications
General footnote Schedule K-1 Equivalent/Grantor Report(74)[§ 7]
Amended Return Information
Net tax exempt income from other states (Force) . . . .
CO source capital gain subtraction - (Force): . . . .
Description(30)
# Other additions . . . .[§ 10]
Paid with original return . . . . Amended Return(Defaults to federal). . . .(1 = Yes, 2 = No)
Additions to Federal Taxable Income
Subtractions from Federal Taxable Income
[19] Amount Description(30) # Other subtractions . . . .[§ 13] General footnote(74)[§ 6]
Use special allocations for beneficiary amounts . . . .
CO1
Overflow #
2014
ExacTax, Inc.
CO1
[18] [16] [9] [5] [2]
Direct Deposit Information
Type of account . . . .(1 = Checking, 2 = Savings ) Non-US financial institution . . . .
[6] [7]
Suppress direct deposit of refund . . . [1]
COBank
Total ESBT/QSST (Force) [11] Other additions . . . . ESBT/QSST(Force) [14]Other subtractions (Total) . . . .[15]
Department of Revenue may discuss return with preparer( If different from federal Screen 1041) .. .(1 = Yes, 2 = No)[3]
[12]
Overpayment applied on original return . . . .
[17]
Capital Loss Carryovers
COCO
Long-term . . . . .. . . . Short-term . . . .[1]
[2]
IRC Section 664 Undistributed Amounts
Business income . . . . Other income . . . [3] [4] [5] [6] Colorado Total [7] [10] [11] [12] [13]
Long-term capital gain/loss. . . . Short-term capital gain/loss . . . .
Tax-exempt income . . . . US income. . . . Rental real estate income . . . . Other rental income . . . .
[8] [9] [14] [15] [16] [17]
Use previous year Form 104BEP . . . [4]
Marijuana business deduction . . . [8]
Deductions
Routing number(9). . . .
Name of financial institution(36) . . . .
Account number . . . .
[3] [4]
[5]
Subtractions from Federal Taxable Income Fiduciary Income Tax, Form 105 Electronic funds withdrawal for balance due returns:
[2]
Requested payment date(Mandatory if using the electronic funds withdrawal method). . . (mm/dd/yy)
(mm/dd/yy) Liability Other
State Payments and Credits
Extension
(For TL/FI and P/I calculation)
COEst
Colorado Estimates
Extended due date . . . .(mm/dd/yy) Balance due on extension (Force) . . . .
Penalties and Interest
Date return filed(Default is due date of return). . . Suppress on Form 105:
[17]
CO2
Overflow #
2015
Overpayment
Factor for rounding estimates . . . . Application of current year overpayment . . . .[1]
1 = Refund 100% of overpayment (Default)
2 = Apply 100% of overpayment to next year’s estimate, refund excess 3 = Apply to 1st estimate, refund excess
4 = Apply equally to each estimate, refund excess
5 = Apply amount below to estimates until exhausted, refund excess 6 = Apply to 1st and 2nd estimates, refund excess
7 = Apply 100% of overpayment to next yr’s estimate, no refund 8 = Apply amount specified below
Amount for code 5 or 8 . . . . Form 105-EP – next year declaration . . . .
1 = Use current year liability (Default)
2 = Use current year liability adjusted by amount below 4 = Print vouchers with amount fields blank
5 = Use amounts entered below before overpayment 6 = Use current year amounts adjusted by amounts below 8 = Use next year's tax rates to calculate liability
9 = Use amounts entered below
Amount for code 2 . . . .
1st payment . . . . . 2nd payment . . . . . 3rd payment . . . . . [14] 4th payment . . . . . [15]
Amounts for code 6:
Taxable income . . . . [16] Taxes . . . . [17] Credits . . . . [18] Withholding . . . .
Number of vouchers desired next year, if other than four 3 = last three vouchers
2 = last two vouchers 1 = last voucher
A = 1st voucher B = 2nd voucher C = 3rd voucher
Treat 4th quarter estimate as due 12/31 . . . [19]
Amounts for codes:
[19]
Failure to pay penalty. . . .
[18]
Late interest . . . . Paid with extension, for Form 105 . . . .[1] [§ 2]Credit for income tax paid to other states
Fed Taxable Inc Other State Name(20)
# CodePost
Credit for prior year AMT (Force) . . . .
Gross conservation easement . . . .
[9] [§ 8]Other credits
Description(26)
# Amount
Non-refundable enterprise zone credits (Total from DR 1366, line 87). . . . Dual resident trust credit:
Eligible state(20)
Tax subject to both states . . . . Eligible state's tax rate . . . .
[15]
COPAY
[3] [4] [5] [6] (xx.xx) [16] [2] [3] [9] [4]Calculate extension payment [14]
1 = Use 100% of current year liability 2 = Use 90% of current year liability
Prior year Schedule E, line 6 . . . [7]
. . . .(Nonresident returns only) (xx.xx)
[13]
[10] [11]
Innovative motor vehicle credit . . . .
[5] [6] [7] [8] [11] [12] [10]
Code 5 or 9 Estimates Paid:
Business personal property credit
(Enter amount paid).. . . .. . . . Refundable renewable energy tax credit(Total
from DR 1366, line 88). . . .
[12]
Colorado Net Income, Expenses, AMT
COIncome (2015)Net Income
Expenses Attributable to Instate Source Income
Alternative Minimum Tax
Farm
Fiduciary fees
Taxes
Use fields to override calculated amounts as shown on the Colorado Allocation of Expenses by Income Type Worksheets
Interest
Business income:
Charitable deduction
Attorney and accountant fees
Colorado (Force)
Business
Other deductions not subject to 2% floor
Modifications for AMT calculation
Federal (Force)
Miscellaneous deductions subject to 2% floor
Business
Other income:
Fiduciary's share of AMT income net of AMT exemption
Force
Farm
Ordinary gain
Other
Use fields to override calculated amounts as shown on the Colorado Allocation of Expenses by Income Type Worksheets Force
Use fields to override calculated amounts on Form 105, Schedule F
Partnership / S corporation
Estate / trust
Rent / royalty
Partnership
Estate / trust
Short-term capital gain / loss
Long-term capital gain / loss
Estate / trust
Partnership / S corporation
Business
Rental real estate:
Estate / trust
Partnership / S corporation
Business
Other rental:
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29COIncome
CO4
2015 FIDUCIARYColorado Source Capital Gain Property
COCG (2015)Property 1
Property 2
B. Date of original installment sale
C. Sale of stock - qualifying factors:
Gain or loss
D. Gains passed through from another entity:
Cost or basis Sale price
Account number
Ownership interest - length of time
Property
Date acquired
Cost or basis
B. Date of original installment sale
A. Nature of capital gain:
C. Sale of stock - qualifying factors:
Date sold Date acquired
A. Nature of capital gain:
Date sold
Name
E. Additional information:
Gain or lossName
E. Additional information:
D. Gains passed through from another entity:
Property percentage
(xxx.x)Property
Ownership interest - length of time
Account number
Payroll percentage
(xxx.x)Year
Property percentage
(xxx.x)Year
Sale pricePayroll percentage
(xxx.x)Address of real property sold
Address of real property sold
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60
COCG
CO5
Colorado Power of Attorney
COPOA (2015)General Information
Representative Information
Tax Matters Information
Telephone number
Fax number
Withholding income tax
Representative #1: Name
State consumers use tax
Other income tax
(Specify below)All department administered sales tax
Representative #2: Name
Address
State sales tax
Fax number
Address
City, state, zip code
City, state, zip code
Telephone number
All department administered consumer use taxes
Name of business / firm
Title / relationship to taxpayer
Title / relationship to taxpayer
Name of business / firm
Fiduciary income tax
Specific tax years / filing periods
Power of attorney / Tax information authorization
(1 = Tax information authorization , 2 = Power of attorney)If other, please explain
Period:
From To
All tax matters until this authorization is revoked in writing
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36
COPOA
CO6
2015 FIDUCIARYColorado Direct Deposit and Electronic Funds Withdrawal
COBank (2015)Fiduciary Income Tax, Form 105
Account Information
Name of financial institution
Non-US financial institution
Routing number
Type of account
(1 = Checking, 2 = Savings)Account number
Suppress direct deposit of refund
Electronic funds withdrawal for balance due returns:
Requested payment date
(Mandatory if using the electronic funds withdrawal method)Mandatory if using direct deposit or the electronic funds withdrawal method
1 2 3 4 5 6 7
COBank
CO8
Colorado Electronic Filing
COELF (2015)General Information
Suppress Form 105 electronic file when filing federal return electronically
Method of submitting supporting documentation
(1 = PDF attachment, 2 = Revenue Online, 3 = Mail with Form DR 1778)Form DR 8453F has already been signed and returned
(Links to Utilities > Electronic Filing Status)Signature date
(If different from federal)1 2 3 4
