Terry53029
Level 15
Level 15

My client is son, and all 1099's had his ss number. Seems as brokage dropped the ball, as the fathers assets were put in sons account at his death, and should have been changed to the Sub Trust. or that is what son has told me. When father passed a 1041 was done. (not by me) At this point I wonder if I should just do a 1041 for 2023, and see if IRS ever ask about other years, or do all years. Thanks for your input

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