You may want to seek some face to face professional assistance about this trust.
When you are the personal representative of the taxpayer estate, I.e., you are the administrator, executor or the person in charge of the taxpayer property. You will use one of the 1040 tax forms for the final return of the taxpayer.
After entering the deceased name, and date of death at the top of the tax form, you sign your name in the signature block and add the Words "filing as personal representative". You also need to complete IRS Form 56, Notice Concerning Fiduciary Relationship and send it with the return.
Also if a refund is due then a form 1310 is needed to assure that the refund is issued in the Per. Rep's name.
You can obtain a copy of this form by going to the IRS gov website using the search box for form 1310 or clicking on Forms & Instructions. This will take you to a page where you can pick and choose whatever forms and publications you need.
Go to the IRS gov web site and use the search box for PUBLICATION 559 for Survivors, Executors and Administrators.
And of course you do not want to forget about the state as they may have some different filing requirements.
Publication 559 is designed to help those in charge of the property (estate) of an
Individual who has died (decedent). It shows them how to complete and file federal income tax returns and points out their responsibility to pay any taxes due.
A comprehensive example, using tax forms, is included near the end of this publication.
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