Legal Question in Wills and Trusts in California

I did not get a Tax Id for my sister's estate. I only got one for her irrevocable trust.It was revocable before her death. I didn't file form 8855 for section 645 election in 2013. What should I do in 2014. This is the second year of filing form 1041. Can I file it this year? the assets of estate and trust are identical. Plus she had a pour over will.


Asked on 3/07/14, 3:22 pm

2 Answers from Attorneys
Victor Waid Law Office of Victor Waid

Obtain competent tax counsel and CPA to guide you out of the problem that has been created and file the approriate tax forms.

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Answered on 3/07/14, 4:09 pm
Michele Cusack Pollak & Cusack

If there was no probate, you don't need a separate EIN for the "estate." But I agree with Mr. Wald that you should retain an accountant to help you and make sure everything is done correctly.

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Answered on 3/07/14, 5:13 pm


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