Looking for advice on my client: we filed a 1041 in April, as she is the trustee (for her sister), to report income dividend received. Sister passed away in August 2019, no gains and client needs to disperse the remaining funds to her children.
Questions: when does this return need to be filed?
Will I use the 1041 to file final return and just select final return?
What documents should I request from client?
