INCOME TAX REPORTING FORMS (ESTATE/TRUST)

I am pleased to introduce the proprietary REB Custom Information Request (CIR) which provides you with a personalized checklist of the items required to complete your estate/trust tax reporting. The personalized CIR document will be delivered to your Client Portal for you to access at your convenience. This CIR will provide clarity for you in compiling the items needed for your tax reporting. If you have any questions about this improved process, please contact us.

ESTATE AND TRUST REPORTING (FORM 1041)
    2023 Tax Reporting Season Letter (pdf)
    2023 Tax Reporting Checklist (pdf fill-in)
2023 Custom Information Request (CIR) - login to the Client Portal for your personalized CIR, or contact the office to request the package.

REB ORGANIZER WORKSHEETS
       OTHER (FORM 1041) WORKSHEETS:
2023 Tax Payments Worksheet (pdf fill-in)
2023 Schedule E Rental Activity Worksheet (pdf fill-in)