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Generate a K1 for a trust when only principal was distributed
I have a complex trust that I am the sole beneficiary of. The trust does not require any distributions (and none were given), but I did withdraw principal this year. The 1041 does not require the reporting of non-income (principal) distributions, but I believe still need a K1 for my personal taxes. How do I generate that?
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March 3, 2025
3:20 PM