Trust & Estate Returns

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We help trustees and executors navigate fiduciary tax filings with accuracy, clarity, and attention to detail.

Includes

• Preparation of federal Form 1041
• Applicable state fiduciary tax returns
• Required schedules and beneficiary reporting (Schedule K-1)
• Review and electronic filing

What You Will Need

• Trust or estate documents
• Prior-year fiduciary tax return (if available)
• Income statements (1099s, brokerage statements, rental income, etc.)
• Records of distributions made to beneficiaries
• Copies of any IRS or state notices received

Having documents organized in advance helps us file faster and more accurately. Clients using our bookkeeping services are typically tax-ready earlier and experience a smoother filing process.

• March 15th Deadline to Receive Documents/Information for 1041 Returns
• March 31st Automatic Extension Date for 1041 Returns ***
• April 15th Deadline to file 1041 Returns
• August 31st No Guarantee of Completion for 1041 Extended Returns Received After this Date
• October 15th Deadline to file 1041 Extended Returns

*If a date falls on a day when Bookkeeping Plus Inc is not open, the deadline will be the first business day after that date.

***Filing an extension moves the date for filing, not the payment date. Extended returns may be subject to penalty and interest.