Reminder: 2020 taxes are due April 15, 2021 for calendar year filers
Completed |
Basic Info |
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Will or trust instrument |
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Name and EIN of the estate or trust |
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Name, title and address of the fiduciary |
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Last year’s return |
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Estimated taxes paid |
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Beneficiary’s name, address and SSN/EIN |
Completed | Documents Received |
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Form W-2s – wage and tax statements |
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Form 1099s – includes miscellaneous income, interest income, dividend income, unemployment compensations and retirement plan distribution |
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Form 1099-Ks – payment card and third party network transactions |
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Form 2439s – notice to shareholder of undistributed long-term capital gains |
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Schedule K-1s – partnership, S Corporation and trust income |
Completed | Personal Records |
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Charitable contributions |
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Business or employee expenses |
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Gambling expenses |
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Investment transactions |
Completed | E-file/Print |
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Bank information (account and routing number for direct withdrawal) |