Tax Worksheet for Trust and Estate Returns

We kindly request you complete the form below and submit all of the necessary documentation to prepare your U.S. Trust & Estate Tax Return. A reminder that your annual Agreement Letter has been sent to you and must be signed before Larson Gross can begin tax preparation.

To prevent any delays in your tax return preparation and filing, please submit your documentation as soon as possible.

We look forward to serving you!

IMPORTANT: Please ensure you have all of your documentation ready before completing the form below and be sure to upload ALL necessary documents at the end of the form under the “Upload Documents” section.

Tax Worksheet for Trust and Estate Returns

FOREIGN BANK ACCOUNT REPORTING FORM QUESTIONNAIRE

Business, trust, and estate entities created or organized under the laws of the U.S. are required to electronically submit FinCEN Form 114, Report of Foreign Bank and Financial Accounts, if either of the following applies:

  1. The entity has or had a bank account, brokerage account, mutual fund, trust, retirement account or any other type of financial account (or any combination of accounts) in any country other than the U.S. for which the total balance of the aggregated accounts exceeded $10,000 USD at any point in time during calendar year 2023.
  2. The entity has signature authority over any of the types of accounts listed above in any country other than the U.S. for which the for which the total balance of the aggregated accounts exceeded $10,000 USD at any point in time during calendar year 2023.

The initial due date for filing this report is April 15, 2024 with an automatic extended due date to October 15, 2024, with no extension form required.

To ensure the filing obligation for this report is met, please check the appropriate box(es) below.

UPLOAD DOCUMENTS

Please upload any documents necessary for properly preparing your tax return:

Questions? Please reach out to your main point of contact via email or phone or call our main office line at 360.734.4280.

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