The Executors Checklist

Administrators Executors, and - IRS tax forms

A checklist of the forms you may need and their due dates. • A worksheet to reconcile amounts reported in the decedent's name on information re-turns including Forms W-2, Wage and Tax Statement; 1099-INT, Interest Income; 1099-DIV, Dividends and Distributions; etc. The worksheet will help you correctly determine the income to report on the de-

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