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1044-R Received for my parent's trust
My parents had a "Revocable Living Trust" (done in the 90s). Dad passed away in 2011 and Mom passed away in 2018. This year I was finally able to cash out an annuity associated with my Mom that was (unfortunately) not in the trust. I received a 1044-R and need to file taxes on it ($10,000+). Their trust has its own EIN number associated with it. I am trying to figure out how to complete the taxes. I don't want it going towards me since the money was sent directly to the trust. I am the only successor trustee as well. Who do I list in the "name" portion of the form? I am planning on using the tax ID associated with the trust.
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‎February 17, 2026
10:23 AM