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What IRS filing is required when a trust is dissolved
The Credit Shelter Trust has been filing 1041's for the trust. Now the trust beneficiary and Trustee has died and the controlling documentation allows the new Trustee to dissolve the trust by dividing assets among new beneficiaries. Is only a final 1041 required or is other paper work to IRS required?
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March 3, 2023
8:57 AM