INCOME TAX REPORTING WORKSHEETS (ESTATE/TRUST)

2025 ESTATE AND TRUST REPORTING (FORM 1041)
    2025 Tax Reporting Season Letter (pdf)
    2025 Tax Reporting Checklist - login to your Client Portal to complete your automated Tax Reporting Checklist, or contact the office to request a copy to pick up at our office.
2025 Custom Information Request (CIR) - login to your Client Portal to access your personalized Custom Information Request (CIR) document, or contact the office to request a copy to pick up at our office.

REB WORKSHEETS
       OTHER (FORM 1041) WORKSHEETS:
2025 Fiduciary Tax Payments Worksheet (pdf fill-in)
2025 Schedule E Rental Activity Worksheet (pdf fill-in)
2025 Digital Assets Worksheet (pdf fill-in)

ESTATE/TRUST (FORM 114) - FOREIGN BANK ACCOUNT REPORTING
      2025 Foreign Bank Account Reporting (FBAR) Worksheet (pdf fill-in)