I was anticipating having to file a 1041---and thank you for your advice. Much appreciated.
This brings me to another question as I have not yet seen the 1099's:
- Should I expect to see a 1099 showing income up to the date of death, as well as an additional 1099 beyond that date for income attributable to the estate?
- What about the fact that beneficiaries submitted their estate claim paperwork at various dates and their share was put in their name at various dates. Note: the brokerage firm indicated that they do not necessarily wait for all beneficiaries to submit their claims before converting.
Thank you for any input on this issue.
