Fiduciary Reporting Made Easy with DocHub

Use this section to keep your fiduciary reporting organized. If you are responsible for a trust or an estate that receives income, you are obligated to report and file a fiduciary income tax return. If you are unsure about the relevance of a specific form, consult its preview and description. Browse this category to access the most recent editions of fiduciary reporting templates, which you can easily fill out online or download.
1040 Schedule C - EZ
The form is a simplified version of Schedule C (Form 1040) used by taxpayers to report their business income, expenses, and deductions in a more straightforward way.
5500 forms
Form 5500 is a tax form used to report information about employee benefit plans to the IRS and DOL (Department of Labor).
  • Schedule I (5500 form)
  • Schedule H (5500 form)
  • 5500-EZ form
  • 5500 form
56 form
  • Instruction 56
8855 form
990 forms
Most nonprofit organizations must file all versions of annual returns along with necessary schedules.
  • Schedule D (990 form)
  • Schedule F (990 form)
  • Schedule G (990 form)
  • Schedule B (990 form)
706 forms
The form is used by the agent of a decedent's estate to figure out the estate tax under Chapter 11 of the Internal Revenue Code and to determine the generation-skipping transfer (GST) tax on direct skips under Chapter 13.
  • 706 form
  • Instruction 706
  • 706-NA form
1040X form
Filers use the Amended U.S. Individual Income Tax Return Form to correct mistakes in the previously filed annual tax returns.
1040-NR forms
The form is used by nonresident foreigners who have income from sources within the United States and are required to file a U.S. federal income tax return.
  • 1040NR form
1040-ES forms
Taxpayers use the form to calculate and pay their estimated quarterly tax liability for the current year, especially if their earned income is not subject to withholding tax.
  • 1040-ES (NR) form
  • 1040-ES form
WS CTC form
8867 form
The form aims to ensure that the tax professional has taken into account all relevant qualifications for specific tax credits for every tax return they have prepared.
1045 form
8840 form
The form is used by individuals considered a "Closer Connection Exception Statement for Aliens" to prevent them from being taxed as US residents and must be attached to the 1040NR or 1040NR-EZ form.