👤 Fiduciary Information
Is there a new fiduciary?
Has the trustee or executor changed?
Has the trustee’s or executor’s address changed?
📬 IRS & State Correspondence
Did you receive correspondence from the IRS or any state taxing authority?
🏦 Banking & Administration
Do you maintain a bank account for the trust?
🌍 Foreign Activity
Have you received any foreign income or paid any foreign taxes?
Was the estate or trust the grantor or transferor to a foreign trust that existed during the year?
At any time during the tax year, did the estate or trust have an interest in or authority over a financial account in a foreign country?
If yes, please identify the account(s).
Did you receive any distributions from foreign trusts?
Amount
📆 Filing Status
Is this the initial year for the trust or estate?
Is this the final year for the trust or estate?
🧾 Pass-Through & Other Income
Does the estate or trust have an interest in a partnership, S corporation, or another estate or trust?
If yes, please provide a copy of the Federal and State Form(s) K-1.
Pass-through entities reported on last year’s return are listed on an attached Form 9 for your convenience.
Did the estate or trust receive any income or contributions not reported on this organizer?
If yes, please attach details.
💰 Refunds
Did you receive any tax refunds from any state taxing authority?
If yes, please attach details.
🏠 Real Estate & Investments
Has there been a sale, purchase, or exchange of real estate?
If yes, please provide a copy of the settlement sheet.
Did you purchase any bonds directly outside of a brokerage account this year?
If yes, please provide a copy of the purchase confirmation slip and bond details.
🧮 Taxes & Interest Paid
Did the estate or trust pay any taxes (other than income taxes)?
If yes, please provide the amount and details.
Did the estate or trust pay any mortgage or investment interest?
If yes, please describe the nature and amount.
💼 Fees & Expenses
Were any fiduciary fees paid?
Were any accounting fees paid?
Were any attorney fees paid?
❤️ Charitable Contributions
Have there been any contributions made to a charitable organization?
📝 Other Disbursements
Have there been any other disbursements not previously provided?