Most welcome. - Estate taxation - both just the 1041 annual filing, and the rare Form 706 and accompanying Gift 709 are complex and in many ways not comparable to your personal 1040. For a reasonably simple and final 1041, if the asset data and distribution data are all presented to an accountant, the filing should be less than $1,000 even much less; but complex trusts run much higher.
Given the complexity and the differences between initial and ongoing versus final year, I've tried to build these PDFs as pathfinders for those ambitious enough to do it themselves.
If this posted response is useful to you, please click on the upraised hand in the lower left of this post. Thank you. Scruffy Curmudgeon--PFFM/ IAFF, retired FireFighter/Paramedic - Locals 718/30, Veteran USAR O3 AIS/ASA '65-'67
NOT INTUIT EMPLOYEE
USAR 64-67 AIS/ASA MOS 9301 - O3
- Just donating my time
**Say Thanks by clicking the thumb icon in the lower left corner -it means nothing but makes those than answer feel wanted.
