For Calendar Year 2023 or tax year beginning Preview on Page 1

For Calendar Year 2023 or tax year beginning-2026

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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by entering the tax year at the top of the form. Ensure you select 'For Calendar Year 2023' or indicate the tax year beginning date.
  3. Check the applicable boxes for return type: Initial, Amended, or Final Return. If filing an amended return, include IA 102.
  4. Fill in the entity type by marking all that apply: Grantor Trust, Simple Trust, Complex Trust, etc. This helps categorize your estate or trust correctly.
  5. Provide the Federal Employer Identification Number (FEIN) and details of the fiduciary including name, title, and address.
  6. Complete income sections by entering amounts for interest income, dividends, business income/losses, and other relevant fields as specified.
  7. Review deductions carefully; enter any applicable deductions such as fiduciary fees and charitable contributions.
  8. Finally, ensure all signatures are completed before submitting your form electronically or via mail.

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