u/AdDecent4232

I posted about my son’s mess up on his 2023 taxes and you all gave me easy and great advice for which I thank you!
We uploaded the corrected 8949 and schedule D to the AUR unit and paid the amount we believe he owed on April 12 or thereabouts. How does he learn if it’s been accepted? He didn’t file with the tax court and that deadline is next month. Kind of worried if he needs to be worried!
Thank you for any more good advice!

I’m executor of an estate. One of the beneficiaries is disabled, 70 years old and relies on public assistance to survive. The inheritance is less than 40k. Enough that she’d lose many of her benefits, not enough to keep her going for long so she’d have to reapply in a few months which is a nightmare, even in Washington state. A pooled trust is recommended but the attorney she met with acted as though it’d be no problem and after a week he’s backed out apparently. She’s found a place online “intrustment northwes” and they seem very eager. Does it really matter? I worry that she’ll get into a scam of some sort. She lives far away from me and is very independent mentally also intelligent but trusts easily if the official wording makes sense.