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The Basics of Form 1041 Preparation 2024

Topic

Estate Planning

Program ID

320828

Hours

2

Format

Live / Live Webinar

Complexity

Overview

Description

Are you preparing Form 1041 for the first time? Do you need a review of what the fiduciary return involves? Estates, simple trusts and complex trusts file Form 1041/541 - learn how they differ from 1040/540.

Learning Objectives

Determine how the raw data is presented on Forms 1041 and 541. Recognize Simple vs. Complex Trust requirements Identify issues affecting trustees