Thanks Champ I appreciate your help. I just have a few more questions. I noticed on the letter from the IRS issuing an EIN # back in June 2021 that it says form 1041 must be filed by 4/15/2022 but in 2021 there was less than $600 in income. In 2022 the 1041 form needs to be filed because of a stock sale and receiving a 1099-B Proceeds from Broker and Barter Exchange Transactions. Will that be an issue ? Is the amount distributed the proceeds from the sale of stock or just the loss from the sale ? Finally, on schedule D - date sold was in 2022 but date acquired was 2021 (date of death) will that be an issue ? Sorry I tend to over think things. Thanks again.
