Return-Path: Delivered-To: kelly.andrews@tessol-inc.com Received: from gator4254.hostgator.com by gator4254.hostgator.com with LMTP id QPjdJRSCcmTVCQ4AcizydQ (envelope-from ) for ; Sat, 27 May 2023 17:20:04 -0500 Return-path: Envelope-to: kelly.andrews@tessol-inc.com Delivery-date: Sat, 27 May 2023 17:20:04 -0500 Received: from c-24-20-253-210.hsd1.or.comcast.net ([24.20.253.210]:52193 helo=smtpclient.apple) by gator4254.hostgator.com with esmtps (TLS1.2) tls TLS_ECDHE_RSA_WITH_AES_256_GCM_SHA384 (Exim 4.95) (envelope-from ) id 1q32Ga-003s3e-Ey; Sat, 27 May 2023 17:20:04 -0500 Content-Type: multipart/alternative; boundary=Apple-Mail-CAB0A5C3-095F-4342-A3ED-C010DAC5DE2E Content-Transfer-Encoding: 7bit From: Kelly Andrews Mime-Version: 1.0 (1.0) Subject: Re: Daniel Lee Thieme 2021 Irrevocable Trust - Preparation of 2022 Form 1041 Message-Id: <452B1263-4111-4F26-AA66-EF36FD856B15@tessol-inc.com> References: In-Reply-To: To: "Thieme, Daniel" Date: Sat, 27 May 2023 15:20:02 -0700 X-Mailer: iPhone Mail (19G82) --Apple-Mail-CAB0A5C3-095F-4342-A3ED-C010DAC5DE2E Content-Type: text/plain; charset=utf-8 Content-Transfer-Encoding: quoted-printable Hi Dan, I don=E2=80=99t have a copy of your Edward Jones trust account 1099 for 1-1-= 22 to 11-6-22 Do you want me to submit it to Cody for Dad=E2=80=99s 2022 tax= return? Kelly=20 Sent from my iPhone > On Apr 19, 2023, at 4:52 PM, Thieme, Daniel wrote: >=20 > =EF=BB=BF > Hi, Cody. I would like to have you prepare and file the income tax return= s for my Irrevocable Trust, now that it is a taxable, non-grantor trust. The= initial return is for the 2022 stub year from 11/06/22 (Roger Thieme=E2=80=99= s death) to 12/31/22. The only 2022 income is a small amount of qualified di= vidends. I have obtained an EIN for the trust. I filed for an extension on= April 10, 2023. I have attached the 1099 for the dividends, and a copy of t= he extension. I will handle the quarterly estimated payments for this trust= . > =20 > Dan Thieme 206.910.5913=20 >=20 > -------------------------- > This email may contain confidential and privileged material for the sole u= se of the intended recipient(s). Any review, use, distribution or disclosure= by others is strictly prohibited. If you are not the intended recipient (or= authorized to receive for the recipient), please contact the sender by repl= y email and delete all copies of this message. >=20 > Littler Mendelson, P.C. is part of the international legal practice Little= r Global, which operates worldwide through a number of separate legal entiti= es. Please visit www.littler.com for more information. >=20 > <2022 Form 1099 Edward Jones.pdf> > <2022 Form 7004 Extension Complete Mailed 04.10.23.pdf> > <2023 Form 1041-ES Q1 Completed Mailed 04.10.23.pdf> --Apple-Mail-CAB0A5C3-095F-4342-A3ED-C010DAC5DE2E Content-Type: text/html; charset=utf-8 Content-Transfer-Encoding: quoted-printable Hi Dan,

I don=E2=80=99t have a copy of y= our Edward Jones trust account 1099 for 1-1-22 to 11-6-22 Do you want me to s= ubmit it to Cody for Dad=E2=80=99s 2022 tax return?

Kelly

Sent from my iPhone

On Apr 19, 2023, at 4:52 PM, Thieme, Daniel <DThieme@li= ttler.com> wrote:

=EF=BB=BF =

Hi, Cody. I would like to have you prepare and f= ile the income tax returns for my Irrevocable Trust, now that it is a taxabl= e, non-grantor trust. The initial return is for the 2022 stub year from 11/0= 6/22 (Roger Thieme=E2=80=99s death) to 12/31/22. The only 2022 income is a small amount of qualified dividends. I have= obtained an EIN for the trust. I filed for an extension on April 10, 2= 023. I have attached the 1099 for the dividends, and a copy of the ext= ension. I will handle the quarterly estimated payments for this trust.

Dan Thieme 206.910.5913

--------------------------
This email may contain confidential and privileged material for the sole use= of the intended recipient(s). Any review, use, distribution or disclosure b= y others is strictly prohibited. If you are not the intended recipient (or a= uthorized to receive for the recipient), please contact the sender by reply e= mail and delete all copies of this message.

Littler Mendelson, P.C. is part of the international legal practice Littler G= lobal, which operates worldwide through a number of separate legal entities.= Please visit www.littler.com for more information.

=20
<2022 Form 1099 Edward Jones.pdf>
<2022 Form 7004 Ex= tension Complete Mailed 04.10.23.pdf>
<2023 Form 1041-ES Q1 C= ompleted Mailed 04.10.23.pdf>

= --Apple-Mail-CAB0A5C3-095F-4342-A3ED-C010DAC5DE2E--