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Form 1041-A for Tampa Florida: What You Should Know

M. To 12 p.m. in English and Spanish. Fiduciary & Federal Estate Workshop. Friday, October 21, 2010, 10 a.m. — 12 P.M. at the Florida Conference Center, 2115 N. Florida Ave, St. Petersburg, FL 33711. In English and Spanish. Marriott Center, Tampa. 1 minute before the scheduled start. Fiduciary Income Tax Returns — Form 1041 Workshop What is the difference between Form 6166 (PEPPER Fiduciary Income Tax Return) and Form 706? — IRS Use Form 6166 in accordance with the requirements for PEPPER Fiduciary Financial Disclosure and Form 706 in accordance with the requirements for Form 6166 Fiduciary Income Tax Returns filed when filing Form 720, PEPPER Income Tax Return.  Form 6166 Fiduciary Income Tax Return — IRS Use this form only if you are not a U.S. fiduciary or if you have a U.S. benefice (i.e. you have an IRA held directly by you). How Will I Know if I Am a U.S. Fiduciary for the PEPPER Fiduciary Income Tax Return or Form 720? — IRS You must complete and sign the PEPPER Fiduciary Income Tax Return and Form 720 if you are a U.S. fiduciary to a PEPPER eligible individual.  If you are not a U.S. fiduciary then you can use Form 720 only if you are an individual who has a U.S. trust. How Will I Know if I Am a U.S. Fiduciary for the Form 6166 Fiduciary Income Tax Return or Form 720? — IRS You must complete and sign the Form 6166 or Form 720 only if you are a U.S. fiduciary to a PEPPER eligible individual or if you have a U.S. trust, or you plan to be treated as a U.S. fiduciary within the next tax year. How May I Pay My Share of the IRS Fiduciary Income Tax? — IRS If you are not a U.S. beneficiary or if you are not an individual who has a U.S.

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