Blank Oregon 41 V Form Open Editor Now

Blank Oregon 41 V Form

The Oregon 41 V form serves as a Fiduciary Tax Payment Voucher, allowing individuals to submit various tax payments associated with estates and trusts. This form is essential for ensuring that payments are processed accurately and on time, particularly when filing original or amended returns. It is important to use this voucher specifically for fiduciary tax payments, as other tax returns require different forms.

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The Oregon 41 V form serves as a crucial tool for fiduciaries managing tax obligations on behalf of estates and trusts. Designed specifically for the submission of tax payments, this voucher facilitates the process of remitting amounts due when filing original or amended returns, as well as payments required by the due date for returns filed on extension. While Oregon does not mandate pre-payments for fiduciary returns, the form is essential for ensuring timely compliance with tax responsibilities. It is important to note that this voucher should not be used for other types of tax returns, such as inheritance tax or individual tax returns, which require separate forms. Accurate completion of the Oregon 41 V is vital for processing; it requires specific details such as the tax year, payment type, and identification numbers. Additionally, the fiduciary's name and contact information must be clearly indicated to avoid any processing delays. As you prepare to submit your payment, remember to include your contact information on the check or money order to facilitate matching it with your return. This form not only streamlines the payment process but also helps maintain compliance with Oregon tax laws, making it a key component in fiduciary tax management.

Form Example

FORM

 

41-V

Oregon Fiduciary Tax Payment Voucher Instructions

Use this voucher to send the following payments:

Tax due when you file your original return or an amended return for any year.

Tax due by the original return’s due date if you are filing your return on extension.

Tax pre-payments. (Oregon doesn’t require pre-payments for fiduciary returns.) Tax payment is due by the original due date of your return.

Do not use this voucher for payments on:

Oregon inheritance tax return. Instead, use Form IT-V, 150-103-172.

Oregon individual tax return. Instead, use Form 40-V, 150-101-172.

Oregon estate transfer tax return. Instead, use Form OR706-V, 150-104-172.

Required for accurate processing:

Tax year: Fill in your calendar year or your fiscal year or short-year period. This calendar year or fiscal year must match Form 41 and federal Form 1041.

Payment type: Check the box that identifies the type of payment you’re sending.

BIN: Fill in the Oregon BIN (business identification number). If you don’t know your BIN or if this is your first filing with us, leave blank and we’ll assign a BIN (Oregon BIN is not your Oregon registry number).

FEIN: Fill in your FEIN (federal employer identification number assigned by the Internal Revenue Service).

Name, address, and telephone number: Fill in the exact name of the estate or trust as it will be shown on Form 41 when filed. Fill in the name of the personal representative or trustee in the space labeled fiduciary, and the fiduciary’s address and telephone number.

First time filer/name or address change: Check the first time filer box if this is your first return filed. If the name or address of the trust or estate has changed, check the name or address change box.

Make your check payable to: Oregon Department of Revenue.

To make sure we match this payment to your return, write the trust or estate name, BIN or FEIN, tax year, and a daytime telephone number on your check or money order.

Mail the voucher with your payment to:

Oregon Department of Revenue

PO Box 14110

Salem OR 97309-0910

Note: This voucher may be used as an extension only if you are making a payment. If you are not making a payment, Oregon accepts the federal extension Form 7004. When you file your Form 41, check the “Extension to file” box. Keep a copy of your extension in your permanent tax records.

Remember to write a daytime telephone number on your check or money order.

Go to www.oregon.gov/dor/business to print more vouchers.

Oregon Fiduciary Tax Payment Voucher

 

FORM

 

41-V

150-101-173 (Rev. 10-12)

Payment type (check only one):

Tax year (check only one):

Original return

Prepayment

 

Department of Revenue Use Only

Calendar year:

 

 

 

 

Extension

Amended return

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Fiscal year— Begins:

 

 

 

BIN:

 

 

 

 

 

Tax return type (check only one):

 

Ends:

 

 

 

 

(101)

Estate

(102)

 

Bankruptcy estate

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

FEIN:

(102)

Trust

(102)

 

Funeral trust

First-time filer

New name or address

 

 

 

 

 

 

 

 

Enter Payment Amount

Filer’s name (on tax return)

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

.

0

0

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Fiduciary’s name

 

 

 

 

 

 

Telephone number

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Current mailing address

City

State ZIP code

Document Characteristics

Fact Name Details
Purpose This form is used to send payments for fiduciary tax due when filing original or amended returns in Oregon.
Governing Law The Oregon Fiduciary Tax Payment Voucher is governed by Oregon tax law, specifically ORS 316.167.
Payment Types Payments can include tax due with original or amended returns, and tax due by the original return's due date if filing on extension.
Exclusions This voucher cannot be used for Oregon inheritance tax, individual tax returns, or estate transfer tax returns.
Required Information Tax year, payment type, BIN, FEIN, and fiduciary contact details must be provided for accurate processing.
Mailing Instructions Payments should be mailed to the Oregon Department of Revenue at PO Box 14110, Salem, OR 97309-0910.
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