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Get your taxes done using TurboTax
@NCwillow wrote:
.........I am asking whether I need to file a 1041 at all.
You would only need to file a 1041 if you gave your broker (or other financial institution) the EIN of the trust and the 1099s you received contained the name of the trust and its EIN. In that event, you would file a 1041 and a grantor information statement (not a K-1).
More likely, your financial institutions are still issuing 1099s with your name and social security number, in which case you would simply report everything directly on your 1040.
‎February 12, 2024
1:26 PM