@Hi Palms thank you for responding. For clarification, the estate had income only, in the form of the 1099-R (IRA distribution). It passed that to the Trust via the K-1. No principal in the Estate account, only the Trust account.
Neither an 8960 nor a 706 was attached to either filing.
How can I explain it to her that she's doing this wrong? Every time I try to express my concerns, she tells me that she has 30 years experience with this and does not have time to give me tax lessons, and says I would not want to pay her for her time explaining it to me. I feel like there's nothing I can say; she's being so mean about it because she's under pressure with the looming deadline. And she's told me that this method works just fine, and if I want her to redo it, it's going to cost more money. I'm so worried about it all but I just don't know how to explain the error to her!
