New Trust/Estate Client Info

New Trust Or Estate Client Info

TRUST INFORMATION

This is the basic information needed in order for us to file your Trust Tax Return & give your benificeries their tax forms (aka K-1) to give to their tax preparer.

Estate or Trust Name (must match Trust creation docs) *

First & Last Name Of Deceased or Incapacitated Trust Originator

this is the person who owned or created the original trust.

SS# Of Deceased or Incapacitated Trust Originator

Last Known Address Of Deceased or Incapacitated Trust Originator (Must Match Last Filed Personal Tax Return)

Must include Street Number, Street Name, City Zip Code, and any other noted information listed in the address field of their last personal tax return.

Date Of Birth Of Deceased or Incapacitated Trust Originator.

Date Of Death (or Incapacitated Date)

If the original owner of the Trust has passed away please provide the date of death that matches the death certificate. If the person is incapaitated please use the date you were approved to act as trustee or executor.

First Time Trust/Estate Tax Returns Will Be Filed?

Yes

Type Of Trust *

Trust (Fiduciary Trustee or Executor)

Estate (Probate Appointee or State Attorney)

Not Sure Or Other Type Of Trust

The most common Trust or Family Trust is a Fiduciary Trust which is set up to have a Trustee or Executor handle the trust and taxes. Estates are for when there is no Trust that was formed prior.

Trust/Estate's Mailing Address (Must Match Federal IRS Fed Identification Application If or when obtained) *

Trust/Estate's Mailing Address (Must Match Federal IRS Fed Identification Application If or when obtained)

City

State/Province

Zip/Postal

First & Last Name of Primary Trustee/Executor *

First & Last Name of the Trustee or Executor handling the tax filings.

(Secondary) First & Last Name of Co Trustee/Executor

First & Last Name of any Co Trustee or Executor (secondary).

Physical Address Of Primary Trustee/Executor

Date Of Birth Of Primary Trustee/Executor

Social Security Number Of Primary Trustee/Executor

Email Address Of Primary Trustee/Executor *

Cell Phone Number Of Primary Trustee/Executor *

Trust/Estate EIN (Federal Id Number) *

If not obtained yet Type Not Obtained At This Time

Do You Need Help Obtaining The Trust/Estates Federal ID Number? (mandatory to file taxes)

Yes

The Federal EIN or TIN is a federal Identification number that must be applied for once a Trust or Estate is in effect after the passing of the original Owner.

I Authorize Wagner Tax To Use My Payment Info Below & Charge A Fee Of $150 To Apply For Our Trust EIN/TIN

Yes

No ( I already have Document)

Yes But Please Contact Me Before Running the Payment.

This fee is used to have an associate of Wagner Tax Apply for your Trust/Estate ID Electronically. Once the application filed you will receive an email with the official copy of the IRS notice and new Fed ID.

If Having Having Wagner Obtain EIN Please Choose One Pmt Type For Our Fee Above.

Debit (Bank Account)

Credit Card/Atm Debit Card

Name Of Authorized Person As It Appears On Card Or Bank Account

Card Number or Bank Account Number

Please be sure this information is correct.

If Using Bank Account Choose Type Of Bank Account

Personal Checking/Savings

Consumer Business Account

Bank Routing Number (If Using Bank Account)

Make sure to use the correct bank routing number for payments

Expiration Date (If Using Card)

Billing Zip Code (If Using Card)

3 Digit Code (CVV) If Using Card

3 or 4 digit code on back of card

ELECTRONIC SIGNATURE *

Please Type Your Name For Your Signature — An "electronic signature" is a method of signing an electronic form that— (A) identifies and authenticates a particular person as the source of the electronic signature; and (B) indicates such person's authorization and approval. This Signature doubles as authorization to run any payment for fees you agreed to above and also indicates your authorization as the trusts legal representative, trustee or executor.

Notes

Any notes or questions you may have should be listed here so that we can address any concerns or answer questions.

Common Trust Income & Deductions

Please Choose All Income The Trust May Have & Upload Tax Forms

Dividend Income

Interest Income

Sales & Dispositions (Stock,Bitcoin)

Pensions, Social Security, Retirement.

1099-Misc or Other 1099s

Sale Of Property (Final Esrcow Closing Statement Required)

Other Income

Fiduciary Fees Deductions

List the amount of any fee paid to the Fiduciary or Trustee(s) for labor and managment of the trust. (Average fees for a Family trustee usually ranges from $25 - $100 per hour depending on the complexity of the trust)

Attorney or Legal & Professional Fee(s) Deductions

List the amount that has been paid to Attorneys, Paralegals, Accountants, Bookkeepers and other professionals.

Other Trust Deductions

List the amount of any other expenses the trust has had to pay. Make sure to list each expense E.g. Office supplies, Property Appraisal Fees, Advisory Fees, Property Taxes, Gardening, etc.

Proof Of Trustee/Executor.

Please attach proof of the Trustee/Executor name(s) & all tax documents from above for your Tax Preparer.

Tax Document Uploads

Maximum file size: 67.11MB

If you are human, leave this field blank.

A trust is a legal device that is meant to both provide for and protect beneficiaries. A trust is created when an individual donates certain property to a person or group of people. When the trust is formed, it's established for the welfare of the beneficiaries. Normally the donated property is either a useful long-term asset, such as a house where the beneficiaries could live, or income-producing assets, such as stock that issues dividends. It is a legal entity overseen by a trustee or executor, who maintains the property for the beneficiaries’ benefit.