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K-1 in Trust – Beneficiary won't give social security number
I am the trustee of a trust trying to complete the final 1041 tax return and two of the beneficiaries will not give me their Social Security information in order to complete the K-1. Being a trustee is one of the most thankless jobs I've ever had as this just further delays and complicates my finishing of the job. 🙄
I've read in these forums that I might need to attach a signed affidavit of some sort to the actual return, does anyone have any experience with this and what this document should say? Thanks for any help
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February 28, 2023
4:50 PM