Form 1041 · TY 2026

Trust & Estate Tax Organizer

For irrevocable trusts, decedent estates, and complex trust filings.

Website (leave blank)

1. Trust / estate information

Legal name of trust or estate*

EIN*

Date of formation / death

State of administration

3. Fiduciary information

Trustee / executor name*

Email*

Phone

Title

Mailing address

City

State

ZIP

4. Beneficiaries

Add a row for each beneficiary who received or was allocated income.

Name

SSN

Distribution $

5. Income — check what applies

6. Distributions & deductions

Total distributions made

Required (Tier 1)

Discretionary (Tier 2)

Are distributions required by the governing instrument?

Yes No

Did the trust make a 65-day election (treat distributions as prior year)?

Yes No

Is there any allocation of capital gains to beneficiaries?

Yes No

Are there any administrative deductions (trustee fees, attorney fees, accounting fees)?

Yes No

7. Required questions

Is this the final return for the trust/estate?

Yes No

Did the entity have any foreign financial accounts?

Yes No

Did the entity hold any digital assets (crypto)?

Yes No

Engagement details

Helps us scope the work and confirm pricing.

Did TaxOwl Advisors prepare your return last year?

Yes No

Are you filing for tax year 2026 (calendar year)? If no, note fiscal year below.

Yes No

If non-calendar fiscal year, list start/end dates

Have you received any IRS or state tax notices in the past 12 months?

Yes No

Do you need an extension filed (Form 4868 / 7004)?

Yes No

Documents you'll send us

Check what you'll be sending. You can upload some now (below) or send everything later via your secure portal.

Last year's 1041 return (and K-1s issued) Trust instrument / will (and any amendments) Year-end statement of net assets All 1099s, K-1s, brokerage statements Records of distributions to beneficiaries Trustee / executor fee invoices Property valuations (if applicable)

Upload supporting documents (optional)

Drag files in or click to browse. Attach W-2s, 1099s, K-1s, 1098s, prior-year returns, organizer worksheets, brokerage statements, or anything else. PDF, DOC, DOCX, XLS, XLSX, RTF, TXT, JPG, PNG, HEIC. Up to 10 files, 10 MB each. You can also upload later via your secure portal — this is just for convenience.

📎 No files chosen — click to upload Browse

Anything else we should know?

Notes for your specialist (optional)

Treasury Offset acknowledgment

The Treasury Offset Program (TOP) may apply any refund against past-due federal/state debts owed by the entity or its principals.

I understand that any refund owed to this entity may be applied (offset) against past-due federal/state debts, including federal/state tax debts, government-agency receivables, and other amounts owed by the entity. The IRS Offset Hotline is 1-800-304-3107.

I acknowledge

Direct deposit & refund delivery

Refund-routing fields if the entity wants direct deposit (recommended — fastest delivery, no lost-check risk).

Bank name

Routing number (9 digits)

Account number

Account type

Checking Savings

Upload a voided check from the entity's bank (verification — guards against routing/account typos)

Refund delivery preference

Direct deposit (single account) Paper check by mail Applied to next year's estimated tax

Engagement acknowledgments

Required engagement-relationship terms. Check each to confirm.

Payment policy. I understand that preparation fees are due before the return is completed or e-filed. The entity will receive an invoice with the flat fee. Fees paid are non-refundable once preparation has commenced.

I acknowledge

Engagement scope. I understand that this engagement includes preparing the current-year entity return identified above. Services NOT included unless separately engaged: prior-year returns, amended returns from other preparers, IRS examination / appeals / Tax Court representation beyond AFSP scope, ongoing tax planning between engagements, and bookkeeping cleanup.

I acknowledge

Electronic signature consent (E-SIGN Act). I consent to use of electronic signatures throughout this engagement, including for engagement letters, organizers, Form 8879 e-file authorizations (including Form 8879-S for S-corps, 8879-PE for partnerships, 8879-C for C-corps, 8879-F for trusts, 8879-EO for non-profits, and any state e-file equivalents), and any other documents requiring my signature.

I consent

Form 8879 acknowledgment. I understand that this organizer submission is NOT my authorization to e-file the entity's return. After the return is prepared, the authorized officer/partner/trustee must review the completed return and sign the appropriate IRS Form 8879 variant (and any state e-file equivalents) BEFORE the return can be e-filed.

I acknowledge

§7216 Consent to USE of tax return information

Federal law requires this consent form be provided to you. Unless authorized by law, we cannot use, without your consent, your tax return information for purposes other than the preparation and filing of your tax return.

You are not required to complete this form. If we obtain your signature on this form by conditioning our services on your consent, your consent will not be valid. If you agree to the use of your tax return information, your consent is valid for the amount of time you specify. If you do not specify the duration of your consent, your consent is valid for one year from the date of signature.

I, on behalf of the entity named on this organizer, authorize CKT Ventures, LLC (doing business as TaxOwl Advisors) to use the entity's tax return information for the following purposes:

To identify and offer additional services TaxOwl Advisors provides, including tax planning sessions, bookkeeping, payroll, sales-tax compliance, and amended returns;
To send seasonal communications about year-end planning opportunities, withholding/estimated-tax reviews, and quarterly updates relevant to the entity's tax situation;
To recommend specific tax-saving strategies based on the data in the prepared return.

Duration: This consent is valid until the earlier of (a) the date the entity signs the engagement letter for its next tax-return preparation, (b) the date this consent is revoked in writing (sent to hello@taxowl.co), or (c) one year from the date this consent is signed.

If you believe your tax return information has been disclosed or used improperly in a manner unauthorized by law or without your permission, you may contact the Treasury Inspector General for Tax Administration (TIGTA) by telephone at 1-800-366-4484, or by email at complaints@tigta.treas.gov.

Do you consent to the use described above?

Yes — I consent No, I do not consent

§7216 Consent to DISCLOSURE of tax return information

Federal law requires this consent form be provided to you. Unless authorized by law, we cannot disclose, without your consent, your tax return information to third parties for purposes other than the preparation and filing of your tax return. If you consent to the disclosure of your tax return information, Federal law may not protect your tax return information from further use or distribution.

You are not required to complete this form. If we obtain your signature on this form by conditioning our services on your consent, your consent will not be valid. If you agree to the disclosure of your tax return information, your consent is valid for the amount of time you specify. If you do not specify the duration of your consent, your consent is valid for one year from the date of signature.

I, on behalf of the entity named on this organizer, authorize CKT Ventures, LLC (doing business as TaxOwl Advisors) to disclose the entity's tax return information to the following third parties for the following purposes:

IRS-authorized e-file transmitters and tax-preparation software vendors as required to e-file the entity's federal and state returns;
State revenue authorities for state return processing;
Banking institutions for direct-deposit processing (if direct deposit is elected);
K-1 recipients (partners, shareholders, beneficiaries) of the entity, as required by federal/state tax law;
Other professional service providers specifically authorized in writing in the future (such as the entity's outside CPA, attorney, or a lender requiring tax transcripts).

Do you consent to the disclosures described above?

Yes — I consent No, I do not consent

Authorization & signature

I confirm the information above is accurate to the best of my knowledge.

Print name*

Date*

Don't worry about being complete here. Once we receive this organizer, we'll send you a secure portal invitation at portal.taxowladvisors.com. You can keep adding documents (W-2s, 1099s, statements, receipts) right up until we kick off preparation — no need to wait until everything is gathered.

By submitting, you agree to our privacy policy. We'll only use this information to prepare your quote and your return if you engage us.

Trust & Estate Tax Organizer

Organizer received