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CPA staff accountants preparing a review-ready Form 1041 fiduciary return using the governing instrument, fiduciary accounting records, DNI, Schedule B, beneficiary distributions, K-1s, and entity tax workpapers
24 Aug

Fiduciary Income Tax Training for Staff Accountants: Build Form 1041 and K-1 Competence

Accounting Workforce Development / Tax Advisory

By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: August 24, 2026  |  35-minute read TL;DR — The Short Answer Fiduciary income tax training should teach staff to determine who is taxed on each dollar of income—not simply populate Form 1041 and copy numbers to Schedule

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