Trusts Part 2: Fundamentals, Filing Requirements and Reporting Income Webinar


This webinar covers the filing requirements of a trust. You’ll learn how a simple trust differs from a complex trust, how income is reported by the trust and when it is beneficial to treat the trust income as a decedent’s estate income. This webinar will identify information you must gather and walk you through the completion of the income section of Form 1041 on Lines 1-9 using illustrations.


Upon completion of this course, you will be able to:

  • Determine the appropriate information needed to prepare Form 1041 for a trust
  • Assess when the §645 election to treat trust income as estate’s is allowed and beneficial
  • Determine what income is reported on Form 1041 for a trust
  • Determine the Form 1041 trust due date and filing requirements

Course Details

Subject matter experts will answer your questions during the presentation. We make every effort to answer as many questions as possible during the webinar but we may not be able to directly address every question.

This webinar includes the presentation slides, attendee top questions and access to the webinar recording.


Presented by: Jaye Tritz, EA, CFP®

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