Estate & trust

Tax prep checklist to file your estate & trust return.

Basic Info

• Will or trust instrument.

• Name and EIN of the estate or trust.

• Name, title and address of the fiduciary.

• Last year’s return.

• Estimated taxes paid.

• Beneficiary’s name, address and SSN/EIN.

Documents Received

• Form W-2s - wage and tax statements.

• Form 1099s – includes miscellaneous income, interest income, dividend income, unemployment compensations and retirement plan distribution.

• Form 1099-Ks – payment card and third party network transactions.

• Form 2439s - notice to shareholder of undistributed long-term capital gains.

• Schedule K-1s - partnership, S Corporation and estate or trust income.

Personal Records

• Charitable contributions.

• Business or employee expenses.

• Gambling expenses.

• Investment transactions.

E-File/Print

• Bank information (account and routing number for direct withdrawal).