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bernie10
Level 3
November 7, 2023

Fiduciary Tax Return

  • November 7, 2023
  • 2 replies
  • 13 views

Got new client.  Mother passed away in January of 2022 and daughter got a tax id in the name of the trust.  I have not done a fiduciary return recently and thought it should be in the name of the estate and not the trust.  Should I apply for a new FID in the estate name or just file it in the name of the trust and mark final?  

2 replies

IRonMaN
IRonMaN
Level 15
November 7, 2023

If mom had a revocable trust, it became irrevocable when she died, so the daughter would have done things right.  

Slava Ukraini!
    sjrcpa
    sjrcpa
    Level 15
    November 7, 2023

    But, whatever is not in the trust is part of the estate. In my experience, there usually are things not titled to the trust.

    The more I know the more I don’t know.
      T
      Taxtime3
      Level 5
      November 7, 2023

      There may be a pour over will?  You will have to get any trust documents and will's.  That will be the only way you know you are going in the right direction.

        George4Tacks
        George4Tacks
        Level 15
        November 7, 2023

        Get a complete copy of the trust for your records. It is the bible for what to do. 

        Answers are easy. Questions are hard!
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