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What do you do when Trust beneficiaries refuse to provide their SSN?
There are not yet any income disbursements from my mother's trust, so two of my siblings refuse to give me, the trustee, their SSNs so that I can file the trust's form 1041 income tax. Even though there are no disbursements or K-1's, TurboTax Business will not let me e-file without SSN's for all beneficiaries.
The only thing I can think of is to delete them from the list of beneficiaries for this year, since no K-1's will filed anyway, and re-add them for next year when there are disbursements of income?
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May 8, 2024
3:07 PM