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Documents for Professional Advisors


 

National PGDC Discussion Forums

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Forum Topics Posts Last post
General Discussion
30 182 Valuing CRUTs ...
1 week 6 days ago
by Alden Tueller

 

Rates and Tables

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  • Charitable Federal Midterm Rate Archive
  • 2007 Federal Income Tax Rate Schedules for Trusts, Estates and Individuals
  • 2006 Federal Income Tax Rate Schedules for Trusts, Estates and Individuals
  • 2005 Federal Income Tax Rate Schedules for Trusts, Estates and Individuals
  • 2004 Federal Income Tax Rate Schedules for Trusts, Estates and Individuals
  • 2003 Federal Income Tax Rate Schedules for Trusts, Estates and Individuals
  • 2002 Federal Income Tax Rate Schedules for Trusts, Estates and Individuals
  • 2001 Federal Income Tax Rate Schedules for Trusts, Estates, and Individuals
  • 2000 Federal Income Tax Rate Schedules for Trusts, Estates, and Individuals
  • 1999 Federal Income Tax Rate Schedules for Trusts, Estates, and Individuals
  • 1998 Federal Income Tax Rate Schedules for Trusts, Estates, and Individuals
  • Federal Gift and Estate Tax Rates

 

Forms

Vehicle

  • Filing Requirements for Grantor Charitable Lead Trusts
  • Form 1041 - U.S. Fiduciary Income Tax Return
  • Form 1041-A - Trust Accumulation of Charitable Amounts
  • Form 1099-R
  • Form 4720 - Excise Tax Return
  • Form 5227 - Split Interest Trust Information Return
  • Form 56 - Notice Concerning Fiduciary Relationship
  • Form 709 - Federal Gift Tax Return
  • Form 8282 - Donee Information Return
  • Form 8283 - Noncash Charitable Contributions
  • Form 8822 - Change of Address
  • Form 8870 - Information Return for Transfers Associated With Certain Personal Benefit Contracts
  • Form 990 - Return of Organization Exempt From Income Tax
  • Form 990-EZ - Short Form Return of Organization Exempt From Income Tax
  • Form 990-PF - Return of Private Foundation
  • Form 990-T Exempt Organization Business Income Tax Return
  • Form 990-W Estimated Tax on Unrelated Business Taxable Income for Tax Exempt Organizations
  • Form SS-4 - Application for Employer Identification Number
  • Schedule K-1 - Beneficiary's Share of Income, Deduction, Credits, Etc.
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