Course ID: 1041

The Complete Guide to the Preparation of Form 1041

Tax compliance issues for fiduciary entities are sometimes confusing to practitioners since many lack experience in this area. This course provides the practitioner with a practical understanding of the issues involved in preparing the U.S. Income Tax Return for Estates and Trusts (Form 1041).

Learning Objectives

Recognize the components of the U.S. Income Tax Return for Estates and Trusts (Form 1041).

Major Topics

  • How to prepare a Form 1041
  • Specific issues regarding a decedent’s estate
  • Specific issues regarding a trust
  • Understanding the basics of Subchapter J of the Internal Revenue Code
  • How to comply with the “Obamacare” tax compliance issue
  • Case studies regarding reading an estate document
  • Understanding of distributable net income (DNI)
  • Understanding of income in respect of a decedent (IRD)
  • Line-by-line instruction

Who Should Attend

CPAs, EAs, and attorneys

Fields of Study





Werner-Rocca Seminars LTD

CPE Credits




This course is available for your group as:


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