Hello! Couple questions regarding required forms for estates.
My trust attorney apparently never sent one in after the court process was completed in November 2024. I just found out. I'd like to send it to them now, before I send the taxes in - should I backdate it to 2024 or just leave it as today's date? And after the taxes are filed next month (initial & final return), do I need to fill out another F-56 at the end of the year to Terminate my role as executor? Or do I just leave it be, and mark "final" on the 1041 and 541?
Lastly, the estate passed on all its income ($100k on 1099-R) to the trust via a K-1, so no taxes will be due for the estate, correct? - But does a 541 still need to be fill out? Because a CPA recommended a 1041 but not a 541...
Thank you!!