Trusts Part 2: Fundamentals, Filing Requirements and Reporting Income On-Demand 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

This on-demand webinar includes the presentation slides, exam questions, recording of the webinar broadcast with review questions, and attendee top questions. CPE is issued after exam is successfully completed.


Presented by: Jaye Tritz, EA, CFP®

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