This is the program that we sell to more
non-attorneys than all the other programs in our library put together!
The scenario goes something like this. For years an accountant has
charge $350 to put a few numbers in the same old places on the return,
i.e., interest, dividends, etc. After a few years, the
administrator/fiduciaries realize they could easily do the same thing.
So, they buy this program and save the estate or trust $300.
Regardless of the foregoing, we designed this
program specifically for small- to medium-sized law offices, as well as
savvy individuals, that prepare simple returns for typical estates and
trusts. In many instances our users tell us they don't need or want the
complexity and added cost of high-price Form 1041 software. For most
commonly-filed returns, our U.S. Income Tax for Estates & Trusts
(W1041) program fits the bill perfectly for them!
The reality for most law offices is that
complicated returns are typically referred to specialist/preparers
anyway, so why spend big bucks for a program that's designed to handle
those types of returns?
The Tax Code requires a fiduciary income tax
return to be filed by nearly every estate or trust with a federal
identification number. Specifically, the regulations provide as follows:
"The fiduciary (or one of the joint
fiduciaries) must file Form 1041 for a domestic estate that has gross
income for the tax year of $600 or more."
So, even if you're not handling million
dollar estates, it's hard to find one that doesn't meet the filing
criteria described above. At a price of $49.99, W1041 pays
for itself as soon as you do your first return.
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Puritas Springs Software. All Rights Reserved
Trust Building | 645 McKee Trail | Hinckley, Ohio 44233 |