Terry53029
Level 15
Level 15

Long time client, father passed in 2019, and had a trust that created a irrevocable Sub Trust. Only asset is a brokage account. All 1099's issued under clients SS. He had gotten a EIN for the sub trust. did not tell me about the trust. Now he tells me his attorney told him about filing for the sub trust, and wants me to help him. Question do I file returns for the sub trust for 2019.20,21,22. I then would have to file amended returns for client adding K1. He has claimed all 1099's on his 1040, so he was not trying to hide income.

Any suggestion's would be welcomed.

Thanks

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