wardpallotta
Level 2

From what I can determine, the trust stopped filing 1041s when the beneficiary's husband died ~8 years ago. The trust document was no where to be found along with tax records. After that the trust income and gains were reported directly on the beneficiary's 1040 through 2019. The estate attorney chosen by one of the sons uncovered the document. Yes, the 1041 is on extension. 🙂

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