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Lacerte TaxExperience: 2 years
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ProSeries TaxExperience: 4 years
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Thanks@BobKammanand@sjrcpafor all the feedback. I took all into consideration. I may have not filed 8855 timely,,,wondering if it needed to be submitted by firs...
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Thank you both.The "trust" held the deceased assets as a result of the her spouse passing away. So that is why I used the trust name, EIN on the return as well ...
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Return due date is 01/15/26 not 01/15/25 (typo above). We filed 8855 in Oct 2025. DOD Oct 2024. So I think all is good here correct?So the name on the 1041 shou...
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Filing a 1041 for a revocable trust that became revocable when decedent passed on 10/16/24We filed a 645 election to combine estate + trust 1041 filing + to ele...
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I have notified her - she is deferring to my recommendation which is to amend but wanted input before I did.
