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GSTgst
Level 1

Professional to review small Trust return before filing? (first time Trust filer here)

I’m the Trustee of a small Trust and have finished the 2020 return in TurboTax Business.  I’m a newbie to being a Trustee and this is the first tax return.  Luckily, there is only one small 100K CD investment and only a few expenses to deduct (no benefit payouts yet).  I’d feel a lot more comfortable if a CPA (or like) were to review this first return before I file (e-mail a PDF of the doc’s?)  A fee would be paid, of course.  Have you ever heard of such an arrangement?  I would view this more of a consultant, verses a preparer.  Thank you.

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Accepted Solutions
tagteam
Level 15

Professional to review small Trust return before filing? (first time Trust filer here)

You might find a local tax professional, such as an enrolled agent (link below), who has experience in the preparation of trust income tax returns (Form 1041), to review your return but TurboTax (Intuit) does not offer that service.

 

https://taxexperts.naea.org/

View solution in original post

1 Reply
tagteam
Level 15

Professional to review small Trust return before filing? (first time Trust filer here)

You might find a local tax professional, such as an enrolled agent (link below), who has experience in the preparation of trust income tax returns (Form 1041), to review your return but TurboTax (Intuit) does not offer that service.

 

https://taxexperts.naea.org/

View solution in original post

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