The Charter Trust tax team primarily prepares, or assists in the preparation of, the following Federal and State Forms:
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Form 1040 |
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U.S. Individual Income Tax Return |
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Form 1041 |
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U.S. Income Tax Return for Estates & Trusts |
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Form 709 |
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U.S. Gift (and Generation-Skipping Transfer) Tax Return |
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Form 990 |
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Return of Organization Exempt from Income Tax |
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Form 990-PF |
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Return of Private Foundation |
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Form 5227 |
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Split-Interest Trust Information Return |
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Form 5498 |
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IRA Contribution Information |
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Form 1099 |
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Combined Year End 1099 Statements |
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NH DP-10 |
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Interest and Dividends Tax Return |
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NH Charitable |
|
Annual Report Certificate – for NH charitable entities |
