Thanks, got it.....ok, I'll figure out what part of 1099-DIV and 1099-INT goes on her 1040 vs. the 1041 (old EIN)....but that next brings the question - what do I do for the 1041 old EIN. Do I do a 1041 for the old EIN, and then what about the 1041 for the new EIN? Do I need two 1041s for the old EIN which was always just used as a grantor's trust previously? And do I still file this 1041 with the old EIN covering just the 2020 year? Note that all 1099-INT and 1099-DIV were paid to the old EIN for 2020. Also, I did what you told me and requested the new EIN and named the trust as IRREVOCABLE. So now, for this brand new EIN, do I go to all the banks and brokerages and request everything from the old EIN be moved to the new EIN effective as of the day after her death in 2020 or as of January 1, 2021 or as of today, or ? Do I need a new certificate of trust for this new EIN? I am trying to do this without a lawyer because the last one billed us $6000 just to make me trustee. But maybe I do need a CPA.
