Hi Patricia,
Thank you so much for your reply! Can you tell me if the assets after the date of death have to be separated from her assets while she was still living? A 706 was not required in this case so I’m trying to figure out if accounting needs to be separated out. Can I do her trust return and issue her a K-1 statement and then on her personal return the remaining assets are gifted to her beneficiaries?
Thank you again!
