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Organizer received

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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.

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Anything else we should know?

Notes for your preparer (optional)

Authorization & signature

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

Print name*

Date*

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Trust & Estate Tax Organizer

Organizer received