A tax organizer is a client-facing document to help with the collection and submission of client information necessary to prepare a tax return.
The estate and trust tax return organizer should be used with the preparation of Form 1041, U.S. Income Tax Return for Estates and Trusts. Provide it to your client to get started with tax planning and preparation.
The template is available as a fillable PDF and in Word (for Word versions, see the 2025 Annual Tax Compliance
Resources
2025 Estate and Trust Tax Return Organizer – Form 1041
Dec 19, 2025 · 779.3 KB Download
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Resource available
Download the 2025 Estate and Trust Tax Return Organizer – Form 1041
File name: 2025 Form 1041 Estate and Trust Tax Return Organizer.pdf
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