2023 Checklist • 1041 Estate & Trusts

Name: TaxAct - Tax Preparation Software
Brand: TaxAct
Rating: 4.5 (24266 reviews)

Tax Preparation Checklist to File Your Taxes

Reminder: 2023 taxes are due April 15, 2024 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)

Notes