2020 Estate and Trust Tax Return Organizer – Form 1041
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2020 Estate and Trust Tax Return Organizer – Form 1041

1 year ago · 394.8 KB Download

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A tax organizer is a client-facing document to help with the collection and submission of client information necessary to prepare a tax return.

The estate and trust tax return organizer should be used with the preparation of Form 1041, U.S. Income Tax Return for Estates and Trusts. Provide it to your client to get started with tax planning and preparation.

The template is available as a fillable PDF and in Word (for Word versions, see the 2020 Annual Tax

Download the 2020 Estate and Trust Tax Return Organizer – Form 1041

File name: 2020-estate-and-trust-tax-return-organizer-form-1041.pdf

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