Hello, 

I have an elderly client with a Charitable Trust that her son manages, however, she is still the trustee. She received a penalty letter from the IRS (over 10k) from an apparent lack of some filing from 2021. She was unable to tell me much more. Any ideas of questions I should be asking? p.s. She was NOT my client in 2021. 

Thank you for any insight that anyone may be able to provide, 

Dawn 

0 Cheers