How JustAnswer Works:
  • Ask an Expert
    Experts are full of valuable knowledge and are ready to help with any question. Credentials confirmed by a Fortune 500 verification firm.
  • Get a Professional Answer
    Via email, text message, or notification as you wait on our site.
    Ask follow up questions if you need to.
  • 100% Satisfaction Guarantee
    Rate the answer you receive.
Ask Thomas McJD Your Own Question
Thomas McJD
Thomas McJD, Attorney
Category: Estate Law
Satisfied Customers: 3170
Experience:  Wills, Trusts, Probate & other Estate Matters
19305272
Type Your Estate Law Question Here...
Thomas McJD is online now
A new question is answered every 9 seconds

I have some questions about filing a 1041 trust return. My

Customer Question

I have some questions about filing a 1041 trust return. My fathers assets were all held in a qualified revocable trust. He died in 12/28/2014 and I filed his final 1040 in 2014. All 2015 income is attributable to the qualified revocable trust. However, it took Merrill Lynch a couple of months to transfer the holdings to an account with the trust TIN. As a result I have one 1099 under his SSN rather that the Trust. Do I need to include an attachment explaining this on the 1041? I have a couple of other questions but let's start with this one.
Submitted: 8 months ago.
Category: Estate Law
Expert:  socrateaser replied 8 months ago.

Hello,

I would be easier for me if you would provide all of your questions before I answer.

Thanks in advance.

Related Estate Law Questions