Form 1041 Tax Preparation Checklist
Use this individual tax preparation checklist to organize everything you need to file Form 1041. Includes W-2s, 1099s, investment income, dependent info, and deductions.
Basic info
| completed | |
|---|---|
| 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
| completed | |
|---|---|
| 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 |
Personal Records
| completed | |
|---|---|
| Charitable contributions | |
| Business or employee expenses | |
| Gambling expenses | |
| Investment transactions |
E-file/Print
| completed | |
|---|---|
| Bank information (account and routing number for direct withdrawal) |
