2020 Trust & Estate Questionnaire
To help us ensure no income or deductions are missed in your business tax preparation and due to increased scrutiny by the IRS on the procedures of tax preparers we need you to answer the following questions before we can complete your business return.
Trust/Estate Name
*
Filled out by
*
E Mail Address
*
example@example.com
*
Y
N
N/A
1. Did the fiduciary's name or address change during the year?
1a. If this address change was related to a move to a different state, does this also constitute a change of residency from the trust? Please indicate the date of the address change here:
-
Month
-
Day
Year
Date
*
Y
N
N/A
2. Were there any changes in beneficiaries during the year (name, address, etc.)?
3. Did the beneficiaries/grantors receive distributions (income or other assets)? If so, please provide the breakdown and supporting documents.
4. Is this the first tax year the estate or trust will be filing an income tax return? If so, please provide the start-up documents for the trust/estate.
5. Is this the last tax year the estate or trust will be filing an income tax return?
6. May the IRS discuss this return with the preparer?
7. Did you receive any correspondence from the IRS or other taxing authority during the year?
8. Did the estate or trust receive interest or dividend income or sell/exchange any capital assets(stocks, bonds, homes)?
9. Did the estate or trust have any securities that became worthless? If so, provide the purchase date, cost basis, when it became worthless, and the factors used to determine that it became worthless.
10. Did the estate or trust have any debts cancelled or forgiven? If so, please provide form 1099-C.
11. Have you received all of the expected Schedule K-1s issued to the estate or trust?
12. Did the estate or trust have any foreign income or pay any foreign taxes?
13. Did the estate or trust own or have signature authority over a foreign bank account, trust, pension, or business?
14. Did the estate or trust receive a distribution form, or were you the grantor of, or transferor to, a foreign trust?
15. If you have an overpayment, do you want the excess tax applied to your 2021 estimated tax (instead of being refunded)?
16. Is the information you have provided to us for your tax return complete & accurate to the best of your knowledge?
*
Paper & Portal
Portal Only
How would you like a copy of your tax return?
If you select Paper & Portal, you will be charged an additional $35 fee for printing and postage.
Notes:
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