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We will be having a conversation. Your advice is good. It never ceases to amaze me the messes people can make.Thank you all for your comments.
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When he was in and I asked about k1s I got that deer in headlight look we are all so familiar with. So, no k1s ever filed.
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Just got off phone with client. He assured me the 1099r is in the estate name and federal ID.
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Yes, I did mean 1041. And they did not inform the insurance company. I have not seen the 1099R. The spouse and her sister split the $10000. Client says roughly ...
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New client brought me their paperwork and it seems they have been self preparing and filing an estate return for about 10 years. There were no assets and no pro...
