Automatic Update Service


This book is included in PBI’s automatic update service. PBI will publish supplements or new editions as appropriate to keep the book up to date. We will send you a notice when a new edition is available. You will then have the option to purchase the supplement or new edition at a discounted rate or decline the offer, with no further obligation.

Click to review/change your Automatic Update status.

  • Course Book

How to Prepare the Fiduciary Income and Decedent's Final Lifetime Income Tax Returns

Quantity:
Available: In Stock
Price: $69.00
Item Code: 09968-BK

About

Do you feel confident completing each line of the fiduciary income tax returns or decedent’s final lifetime income tax returns? Do you know when you have a choice of return on which to report an item of income or a deduction or what criteria to consider in making such a determination? Although these tax returns may look straightforward on their face, pitfalls lie hidden in them for the unwary. These materials will guide you through the federal and Pennsylvania fiduciary income tax returns and the decedent’s final lifetime tax returns, along with each return’s accompanying schedules. Included in each chapter is plenty of practical advice about how to prepare error-free returns, as well as explanations of terminology and concepts related to significant entries. The sample returns highlight the commonly mishandled items and other issues that can be particularly troublesome. You will find yourself referring to this reference book time and time again.

 

Summary of Contents

  • Preparing the Decedent’s Life Period Returns
  • Preparing the U.S. Fiduciary Income Tax Return
  • Income and Deductions in Respect of Decedent<
  • Net Investment Income Tax
  • Preparing the Pennsylvania Fiduciary Income Tax Return
  • Section 645 Elections
  • Electronic Filing
Practice Areas
Published: 8/9/2017
Pages: 720
Size: 8.5x11
©2020 Pennsylvania Bar Association. All rights reserved unless otherwise provided in a separate agreement. Unauthorized use, duplication, republication or redistribution of this material is strictly prohibited without the prior express written consent of the Pennsylvania Bar Association.