I just printed out a sample copy of the 1041 and required schedules to be filed and this did not include the "Estate and Trust Summary". I was told by tax advisor to include a statement noting that the administration and casualty losses will not be taken on a form 706, if required. I was able to add statements related to that and also that the expenses were all related to Covid during a Declared National Emergency. The Estate and Trust Summary document that was created under IRC Elections notes to "keep form for your records." Is there any way that this form could go to the IRS along with the rest of the return if filing electronically?
