The executor is required bring the pre-death tax affairs of the decedent current and to oversee preparation of four tax returns. We manage all aspects of the executors tax responsibilities from bringing the decedent current on tax filings to preparing all state and federal estate tax returns
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- Estate tax returns (Form
706)
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- Gift tax returns (Form 709)
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- Estate and Trust income tax
returns (Form 1041)
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- Decedent's final income tax
return (Form 1040)
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- State and local tax returns
required of estates (varies by locale)
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