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 · 14-day full refund · Word and PDF · download link by email
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Browse the storeWho it is for
Parents, guardians and grandparents of children eligible for a Trump Account, including families with a child born 2025 through 2028.
Not the right fit if
No child in your family is eligible for this account, or you want investment advice on what to deposit.
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
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Uses the email and terms box above. You get the same download link by email.
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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.
Ways to get it
Just this kit, or more
Membership
$29 a month
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See the membershipQuestions
Common questions
What do I get and how is it delivered?
The Trump Account Family Organizer comes as a zip with four documents, each as an editable Word file and a printable PDF: Opening Checklist Form 4547, Contribution Log, Family and Employer Contribution Tracker, and Account Records and Key Dates, plus an Excel workbook (Trump Account Contribution Workbook). The download link arrives by email after payment.
Will it open on a Mac, Google Sheets or my phone?
The PDFs open in any PDF reader, and the Word files edit in Word, Google Docs or LibreOffice. The workbook is built for Excel and tested in LibreOffice; it should open in Google Sheets, but not every feature is tested there. If a file will not open or something looks wrong, reply to your order email and we will make it right. If it is not right for you, email us within 14 days of buying for a full refund.
Is this legal or tax advice?
General information and record-keeping tools, not legal, tax, financial or benefits advice.
Is it up to date?
It was checked against irs.gov and treasury.gov in November 2026. Future updates are not promised, so check irs.gov for the current yearly limit.
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