From investments, business or pass-through income, income distribution deductions, international issues, alternative minimum tax (AMT) and a plethora of other complex estate and trust tax matters, this checklist is a comprehensive tool to use when preparing a complex Form 1041, U.S. Income Tax Return for Estates and Trusts. It’s also useful when working with a new client while you are in the discovery phase of your engagement.
The AICPA Tax Section’s Annual Tax Compliance Kit provides a variety of