Mom passed away in late Nov of 2019. She had been receiving Soc Sec, dad's VA payment and she supplemented income by drawing on an annuity. After she passed, I set up a new Trust Account and had all her assets from Charles Schwab moved into new account. Liquidated the remaining amount in her annuity as well.
Question is (or please confirm), that I am I filing an individual return for mom like I did in the past years for her SS, VA and annuity payments AND also filing a return for the new trust set up? My biggest confusion is reporting the assets from Charles Schwab since end of the year dividends/capital gains were paid in Dec after her death and some were posted to the account prior to me setting up the new trust and some came after. I am assuming that it doesn't matter when they posted because it was all after her passing and all that goes into the new Trust's return. I think I have that right? Thanks for any input.
