Fiduciary Tax Return

[bernie10]

Got new client.  Mother passed away in January of 2022 and daughter got a tax id in the name of the trust.  I have not done a fiduciary return recently and thought it should be in the name of the estate and not the trust.  Should I apply for a new FID in the estate name or just file it in the name of the trust and mark final?  

[IRonMaN]

If mom had a revocable trust, it became irrevocable when she died, so the daughter would have done things right.  

[sjrcpa]

But, whatever is not in the trust is part of the estate. In my experience, there usually are things not titled to the trust.

[Taxtime3]

There may be a pour over will?  You will have to get any trust documents and will's.  That will be the only way you know you are going in the right direction.

[George4Tacks]

Get a complete copy of the trust for your records. It is the bible for what to do.