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Attorney2020
Attorney2020, Attorney
Category: Estate Law
Satisfied Customers: 2578
Experience:  Estate planning and wealth preservation attorney.
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Need to know what forms my brother is to provide my in that

Customer Question

need to know what forms my brother is to provide my for taxes in that he is the executor of the estate.. and if he is required to provide a statement of dispersion of funds, some form of accounting as to the administration of the trust.
Submitted: 1 year ago.
Category: Estate Law
Expert:  Attorney2020 replied 1 year ago.

Has the brother provided any forms yet?

Customer: replied 1 year ago.
no
Customer: replied 1 year ago.
he has not provided any information about the expenditures before or after my mom'death.
Customer: replied 1 year ago.
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Expert:  Attorney2020 replied 1 year ago.

Upon request, the executor is required to provide this information or risk breaching a fiduciary duty as executor. Perhaps send a written demand expressing your concern about the breach of fiduciary duty to garner cooperation.

K-1 tax forms are usually filed by the estate and the beneficiaries also file Schedule K-1 (1040 Form). Please see attached form and instructions published by the IRS: https://www.irs.gov/pub/irs-pdf/i1041sk1.pdf

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