2020 Checklist • 1041 Estate & Trusts
Tax Preparation Checklist to File Your Taxes
Reminder: 2020 taxes are due April 15, 2021 for calendar year filers
| Completed |
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 |
| Completed | 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 trust income |
| Completed | Personal Records |
|---|---|
|
Charitable contributions |
|
Business or employee expenses |
|
Gambling expenses |
|
|
Investment transactions |
| Completed | E-file/Print |
|---|---|
|
Bank information (account and routing number for direct withdrawal) |