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David M. Kaufmann, CPA
7200 S. Alton Way,
Suite B-195
Centennial, CO 80112
Voice: 720.493.4804
(toll-free) 800.326.6686
Fax: 303.796.7768
(toll-free) 888.326.6686
Email:
contact2@kaufmann-cpa.com
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Does Your Tax Professional Know His Fiduciary (trust & estate) Tax Law?
Lets face it. It is hard to tell if a
"professional" knows his stuff. So, how
do you know if the guy that is about to prepare a trust or estate return for
you knows his stuff?
I have a good test. Here is the question:
"When do you want the estate to have a shorter tax year
than listed below?"
Call Dave Kaufmann, CPA at 1-720-493-4804 to see what
the right answer is.
Note that the table below is for estate income
tax returns, Form 1041, not estate tax returns, Form 706. Again,
you are welcome to call Dave at 1-720-493-4804 if you have a question
about this.
|
Month of Death |
Latest Year End
The Next: |
Due Date for Estate Income Tax Return |
|
January |
December 31 |
April 15 |
|
February |
January 31 |
May 15 |
|
March |
February 28 (29) |
June 15 |
|
April |
March 31 |
July 15 |
|
May |
April 30 |
August 15 |
|
June |
May 31 |
September 15 |
|
July |
June 30 |
October 15 |
|
August |
July 31 |
November 15 |
|
September |
August 31 |
December 15 |
|
October |
September 30 |
January 15 |
|
November |
October 31 |
February 15 |
|
December |
November 30 |
March 15 |
If you would like us to prepare your trust or estate tax
return, please call us at 1-720-493-4804.
If you have questions about this, do not hesitate to contact us
at 720-493-4804.
Circular 230 Notice:
The information contained here are simplifications of complex subjects.
We recommend that you talk to a CPA about this issue.
To ensure compliance with requirements imposed by the IRS, we inform you that
(i) any tax advice contained in this communication (including any attachments)
was not intended or written to be used, and cannot be used, for the purpose of
avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing
or recommending to another party any transaction or matter addressed herein.
US Estate Income Tax Return
US Estate Income Tax Return Instructions
Colorado Estate Income Tax Return
IRS Publication 559 |