Trust Tax Organizer

Our Fiduciary Organizer is provided to help you gather and organize information relating to preparation of your Form 1041 Fiduciary Income Tax Return.

Trusts and Estates file Form 1041 to report income. Trusts must generally file Form 1041 when annual income exceeds $300. Our Fiduciary organizer applies to Trusts and Estates. Please complete sections relevant to Trusts and skip areas that apply to Estates.

1041 Fiduciary Organizers for Estates & Trusts (pdf)

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Estate Tax Organizers

The executor or administrator of an estate is responsible for performing the following duties relating to tax matters of the estate:

  • Obtaining an employer identification number (EIN)
  • Filing necessary income and estate-tax returns
  • Paying all taxes owed by the Estate

Depending on the size (value) of the Estate and the amount of income earned by the Estate, one or more of the following returns may need to be filed:

  • Final individual federal and state tax returns for the decedent (Form 1040)
  • Federal and state Estate Tax Returns (Form 706)
  • Fiduciary Income Tax Returns (Form 1041)

All income earned by the decedent prior to death is reported on the final Individual 1040 return of the decedent. All income earned by the estate is reported on the estate Fiduciary 1041 return. For certain large estate valued at $5,120,000 or more, Form 706 may also need to be filed. For estates valued at more than $1 million, an Oregon estate return may need to be filed.

We recognize that preparation of these tax returns can be complex. You may wish to make an appointment with one of our staff who is experienced in estate matters prior to completing these tax organizers.

Individual Form 1040 Tax Organizer
for final return of the decedent

1041 Organizer for Tax Returns of Estates & Trusts (pdf)

Estate Form 706 Tax Organizer for Estates valued at $5,250,000 or more (pdf)

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