Tax Season Resources
Trust & Estate Returns
Trust and estate tax returns come in many different forms and sizes. Estate returns may or may not be necessary upon death. Trust returns are typically due every year and may or may not include a state trust return.
If you have experienced a death in the family and are unsure the next steps for complying with the tax law, reach out to us and let us help. Setting up the EIN for an estate can have filing consequences and we know how to make the process the most efficient for you.
If you have a trust and are unsure if a tax return needs filed, or just want to be sure you are in compliance, reach out to us.
Both of these typs of returns may or may not result in K-1's to beneficiaries, so be sure to contact us early in the tax season. Otherwise, it may be possible that other tax returns may need amended for income from the trust or estate.