INCOME TAX REPORTING WORKSHEETS (ESTATE/TRUST)

2025 ESTATE AND TRUST REPORTING (FORM 1041)
    2025 Tax Reporting Season Letter (pdf)
    2025 Tax Reporting Checklist (pdf fill-in)
2025 Tax Reporting Season Package - login to your Client Portal to access your personalized Tax Reporting Season Package, 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)