Estimated Real Estate Taxes and Operating Expenses for ... 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering the taxable year at the top of the form. Ensure you specify whether it's for a calendar year or fiscal year.
3. Fill in the name of the estate or trust, along with its FEIN (Federal Employer Identification Number).
4. Provide your name and title as fiduciary, followed by your complete street address, including city, state, and ZIP code.
5. In section 1, input the total amount of estimated taxes to be allocated to beneficiaries.
6. For section 2, list each beneficiary's details: their number, name and address, SSN/ITIN or FEIN, allocated tax payment amount, and proration percentage.
7. Ensure that the total amounts allocated in section 4 equal the total from line 1.
8. Finally, sign and date the form where indicated to validate your declaration.

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