Final 1040 & 1041 Estate Issues

Duration:  50 minutes 
Course Level:  Basic
Prerequisite:  None 
Advanced Preparation:  None
Delivery Method: Self-Study 
CPE Credits Designation Field of Study
IRS * 1 EA Federal Tax Law Topic
CTEC 1 CRTP Federal Tax Law Topic
CFP Board 1 CFP® Income Tax Planning

* NATP will report CPE credits to the IRS for all PTIN holders. CPE is currently not mandatory for RTRPs or RTRP candidates and any option to register or participate in this program is strictly voluntary.

Fees: $25 for Members and $30 for Nonmembers
They say only two things in life are certain – death and taxes. Attend this webinar to be sure you are covering all the bases in filing your client’s final Form 1040 and possible estate Form 1041. Learn how to properly allocate items of income and expenses in the year of death between these two forms. We will cover the basics of who needs to sign these returns and how to file a claim for refund on behalf of a decedent. You’ll also walk away knowing when a final return can and cannot be filed electronically. All tax professionals need this information!
Upon completion of this webinar, you will be able to:
  • Allocate a decedent’s income and expenses between the final Form 1040 and estate Form 1041
  • Determine which, if any, form a non-profit organization is required to file
  • File Form 1310, Statement of Person Claiming Refund Due a Deceased Taxpayer and related documents
  • Identify assets subject to and not subject to probate
  • Determine when a final Form 1040 can and cannot be filed electronically
  • Identify the necessary signature for final Form 1040 and estate Form 1041

Presenter: Steven (Steve) O'Rourke, EA

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PO Box 8002, Appleton, WI 54912-8002 Phone: 800.558.3402 Fax: 800.747.0001

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