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1041 final return capital gains not distributed. Critical

michele
Level 7

Client comes in with trust not too much income. Had not done a grantor return in the past but mother had died and wants final year. They want the trust to pay the $300 as of course everyone has already filed their returns. I get final return and capital gains have not been fully distributed as a critical.  Is there any way to do this keeping the beneficiaries off.

 

thx

Michele

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1 Comment 1
BobKamman
Level 15

Sure, if you want to make your own rules and not obey the law.