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How to report dividends earned by investments held in trust on my personal tax return?
We transferred some investment assets to a Keystone (grantor) trust last year. I understand that the interest/dividends from these investments should be reported on our personal tax return. What's the best way to do that within TurboTax? How do I identify that those dividends were earned by the trust investments vs. our personal investments, since the transfer occurred mid-year.
‎February 13, 2020
1:01 PM