@taxdean wrote:
So you surmise that I am not competent to do this myself? Just kidding!
Please believe me: that is by no means intended to be the least bit derogatory. There are plenty of CPAs and tax attorneys who need assistance with matters related to gift/estate tax and estate and trust income tax returns and the issues involved. Further, I believe you mentioned Florida (I presume your parents were residents at the times of their passing?), but also California and the latter state might require a return be filed if a resident beneficiary receives a distribution.
