Trusts Part IV: Put it all Together and Schedule K-1


This is the final webinar of the Form 1041 four part series focusing on trusts. Take this webinar to complete your learning on how to complete a Form 1041 from start to finish. The remainder of the Form 1041 will be completed, including Schedule K-1.


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

  • Correctly complete Form 1041 for a trust.
  • Calculate the appropriate estimated tax payments for a trust.
  • Accurately report trust income and deductions so the beneficiaries can accurately prepare their individual tax returns.

Course Details

Includes webinar recording, PowerPoint presentation and Q&A webinar transcript. CPE is issued after exam is successfully completed.


Presented by: Jaye Tritz, EA, CFP

How to Earn CPE

To receive credit for this on-demand webinar, you must make at least one attempt to answer each of the review questions included with the webinar video. You also must successfully pass the course exam with a score of 70% or better.

The course and exam will expire one year from the date of purchase.

Cancellation Policy

​Because this is an online education offering, it is nonrefundable.

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