Estate or Trust Final-Year Excess Deductions Reporting Form

Estate or Trust Final-Year Excess Deductions Reporting Form
Report final-year excess deductions for an estate or trust. Please complete all sections accurately.
Estate or Trust Name
Estate or Trust Employer Identification Number (EIN)
Estate or Trust Address
Street Address
Street Address Line 2
CityState / ProvincePostal / Zip Code
Final-Year Tax Year (YYYY)
Reporting Representative Name
First NameLast Name
Reporting Representative Email
example@example.com
Reporting Representative Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Total Final-Year Excess Deductions Amount (USD)
Recipient Name
First NameLast Name
Recipient Share of Excess Deductions (USD)
Should be Empty: