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

Dec 15, 2022 · 489 KB Download

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Many estate and trust tax returns fall somewhere in the middle in terms of complexity – not simple and routine, but not overly complicated. In those instances, use this checklist as a tool to help prepare moderately complex estate and trust 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).

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

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