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  • The ProSeries HomeBase responds to my touch screen, but the rest of the program does not (not really). I hope to see this productivity improvement in the 2021 t...
    wardpallotta
    Jul 19, 2021
  • 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 wi...
    wardpallotta
    Apr 15, 2021
  • Stocks were in the trust before death. The trust was irrevocable before death. The irrevocable trust was created in 2007 by the taxpayer's mother when the mothe...
    wardpallotta
    2
    Apr 15, 2021
  • Are the 1041 capital gains subject to trust tax?
    wardpallotta
    1
    Apr 15, 2021
  • The taxpayer died mid-2020. Her irrevocable trust went to two sons who liquidated in January 2021.The 1099 reports capital gains before and after death. Are the...
    wardpallotta
    7
    Apr 15, 2021
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