PPECPA
Level 5
05-03-2021
02:01 PM
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I have a client who passed away in 2020 but established a Trust years before. The client is/was not married and the Trust has an EIN. In the Trust, the names his daughter as the Successor Trustee and has been approved by the courts/judge.
The daughter has advised the refund for the deceased client should be paid to the trust. Do I need to file a Form 1310 and if so in who should the refund go to and who's name should be on the return/Form 1310? The Successor Trustee (daughter) or the Trust (with the EIN)?
Any assistance would be greatly appreciated
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