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 Annual Tax Compliance Kit zip file).
The AICPA Tax Section’s Annual Tax Compliance Kit provides a variety of resources to help