Thank you for the clarification. If the grantor has the following entities:
1. Interest Income
2. Dividend Income
3. Margin expense.
4. Capital gains, losses
5. Section 1256 (Options) gains and losses.
6. Foreign tax credits
What would the source of these be when reporting in the grantor section? The original brokerage form or the trust information? Usually they ask for brokerage firm name, tax ID, address, etc- does the grantor simply enter all he info pertaining to the trust.
If relevant the trust has a EID that is different than the SSN of the grantor.
Thanks again.
