Yes, I did mention previously that for 2020 there is estate income in excess of $600.
I agree that the pour-over will should immediately transfer assets and control to the trust and trustee. It's the "should immediately" that concerned me after going through the probate process. Probate seems to ignore the "immediate" clause so I began to question the taxing.
Another concern is that the 8855 form clearly links the estate name, SS number, and Date of Death to the Trust name, EIN, and trustee. That link won't exist by simply filing estate taxes as the Trust. Estate 1099 forms name the recipient SS number. Trust 1099 forms name the Trust EIN.
Are there any other steps required to make this link? Or is it not an issue.
Thank you for your help.
