2022 Estate and Trust Income Tax Return Checklist – Form 1041 (Mini)
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2022 Estate and Trust Income Tax Return Checklist – Form 1041 (Mini)

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Some estate and trust tax returns are simple and routine with few complexities. In those instances, use this checklist as a tool to help prepare simple estate and trust income tax returns (Form 1041, U.S. Income Tax Return for Estates and Trusts).

The template is available as a fillable PDF and in Word (for Word versions, see the 2022 Annual Tax Compliance Kit zip file).

The AICPA Tax Section’s Annual Tax Compliance Kit provides a variety of resources to

Download the Download the 2022 Estate and Trust Income Tax Return Checklist – Form 1041 (Mini)

File name: 2022-estate-and-trust-income-tax-return-checklist-form-1041-mini.pdf

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