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I have a client whose father died in May of 2022. The will was disputed and because of that it won't be settled until May of 2023. She received an EIN from the IRS and because of the dispute was told not to file a form 1041 until 04/15/2024. Her father has several trust accounts he was receiving income from. One of these accounts split his brokerage statements pre death and post death. Pre death statement was labeled with his social security number and I'm filing his last return. The post death statement was labeled with the estate EIN and reported to the IRS as distributed for tax year December 31, 2022. Despite the IRS telling her not to file until 04/15/2024, am I going to have to file a short year form 1041 for the post death distributions?
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