Document pack
Trump Account Family Organizer: Form 4547 Checklist, Contribution Log and Yearly Limit Tracker
Keep a child's Trump Account paperwork and deposits in one place, checked against irs.gov.
$12 one time · Word and PDF · download link by email
Who it is for
Parents, guardians and grandparents of children eligible for a Trump Account, including families with a child born 2025 through 2028.
Why it is different
- Checked against irs.gov and treasury.gov, November 2026.
- An organizer only: no investment picks or projections.
- Word, PDF and an Excel workbook.
What is inside
- Opening checklist: Form 4547. What to have ready, the IRS rules as published, and a record of your filing.
- Contribution log. One line per deposit from anyone, with a running yearly total.
- Family and employer contribution tracker. Yearly totals against the $5,000 limit, family pledges and employer program questions.
- Account records and key dates. Trustee details, the child's key dates, the proposed investment rules and a statement log.
- Contribution workbook (Excel). Log deposits and see each year's counted total, employer part and room left, with formulas.
A look inside
The first pages, as you will get them
Get it
Trump Account Family Organizer
Want every toolkit? The toolkit membership includes all of them, with a lower rate if you pay yearly.
Delivered as a zip of editable Word files and printable PDFs. For one business, your own use. General information and templates, not legal, tax or accounting advice. General information and record-keeping tools, not legal, tax, financial or benefits advice. Not affiliated with the IRS, the Treasury Department or any trustee. Payment is handled by Stripe. If a file will not open or something looks wrong, reply to your order email and we will make it right.
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