asked

I have been the beneficiary of a simple testamentary trust for the past 2 years. Recently, the fiduciary and I noticed an error on the last two 1041 forms the trust filed. On both the 06' and 07' trusts 1041, the box 'This is the trusts final tax return' had been checked, which is a mistake as it is not the final return. Is this a serious error? Should I contact the IRS? The trust earned about 50K in dividends and capital gains, which were distributed to me and taxed at my tax rate. Half of the principal of the trust has been disbursed, and the rest of the funds are in a money market fund and will likely be disbursed soon.

July 27th, 2023

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