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Client contributed $6500 in Traditional IRA in 2023 (non deductible IRA). Received 5498 for this contribution. Immediately converted to ROTH IRA in 2024 by usin...
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Filing final form 1041 for 2024. is filing form 56 required? I am the successor trustee.Which part needs to be filled out. Lacerte won't let me enter date of de...
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It is deceased estate. can we still file final 1041 or continue because property will appreciate for a certain period of time and gain will be distributed to be...
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Trust document says "Revocable trust become irrevocable trust after death. both children and successor trustee are beneficiaries of deceased estate" I think thi...
