Thank you. The $300 refund is from inside the trust( pension insisted writing check to estate not the parent per usual monthly pay.. There is a larger refund from the decedent final 1040( i havent finished that return but am certain all withholdings will be refundable). It. Sounds like 1310 is in order on both returns.
Can the long term loss really be added to my 1040 for this year (or carry forwards) etc off a K-1 to me? Idk. I read somewhere trying to take losses off 1041 for heirs encourages audits(?).
i did see first and second tiers in TT biz trust questions.
thank you for response
