PRIOR YEAR TRUST RETURN (IF APPLICABLE)
Make sure to come with your previous year’s tax return. This
1) helps the tax accountant get a better understanding of
your trust, and 2) gives quick information about the
deductions your trust has (or hasn’t) been taking.
TRUST DOCUMENTS
1) Will or Trust instrucment
2) Name and EIN of the Estate or Trust
3) Name, title and address of the fiduciary
DOCUMENTS RECEIVED
1) Form W-2(s) - Wage and tax statements
2) Form 1099(s) - miscellaneous income, interest and
dividends, unemployment, retirement
3) Form K-1(s) - Partnership, S corp or trust income
LIST OF EXPENSES (IF APPLICABLE)
1) Charitable Contributions
2) Property Expenses (tax, mortgage interest, repairs,
insurance, etc)
3) Legal and Accounting Expenses
4) Investment Expenses
BANK STATEMENTS
1) 12 months bank statements for the trust (if
applicable).
2) Routing and account numbers for the trust bank account
