K-1s have been received to date under an individual's name and social security number (SSN). In 2023, the name on the account changed to the individual's trust with the same SSN. It is a revocable living trust. Filing should be exactly as before when there was no trust, however tax package support created 2 K-1s with 2 account numbers. Since this is all to go under the single individual's tax filing, should I combine the box values of the 2 and enter it as only 1 K-1 in Turbo Tax? Otherwise, the history of the first will be "lost" as the Turbo Tax data is transferred from year to year. Again, the change is NOT to an irrevocable trust that will be filed separately.
