2020 Estate and Trust Income Tax Return Checklist – Form 1041 (Short)
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2020 Estate and Trust Income Tax Return Checklist – Form 1041 (Short)

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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).

This checklist is an abbreviated version of the AICPA Tax Section’s Annual Tax Compliance Kit’s Form 1041 long checklist.

The AICPA Tax Section’s Annual Tax Compliance

Download the 2020 Estate and Trust Income Tax Return Checklist – Form 1041 (Short)

File name: 2020-estate-and-trust-tax-income-tax-return-checklist-form-1041-short.pdf

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