About this service
When someone passes away, there may be a final personal return and income tax returns for the estate or trust. We work with the executor or trustee to file what is needed and to issue K-1s to the beneficiaries.
What's included
- The final Form 1040 for the person who passed away
- Form 1041 for estates and trusts, with beneficiary K-1s
- Pennsylvania fiduciary returns
- Coordination with the estate's attorney
How it works
Book or buy online
Pick a time at the office, by phone or by video, or buy a package and pay online.
Share your documents
Bring them to your appointment or upload them securely in the client portal.
We prepare it
Your preparer does the work and goes through the result with you.
You sign, we file
Once you approve, we file electronically and you keep a copy.
Who it's for
- Executors and administrators
- Trustees of family trusts
- Beneficiaries with questions about a K-1
What to bring
- The death certificate and letters of administration or testamentary
- The trust document, if there is one
- Tax forms received in the person's or the estate's name
