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