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Get your taxes done using TurboTax
If the account is titled in a trust, the broker is not going to send you a K-1....it's the responsibility of the trustee to make sure a 1041 gets filed if necessary and K-1s are sent to the beneficiaries. You might want to see a tax pro about this because there's probably tax due on the income and even GSTT tax.
‎April 5, 2021
2:53 PM
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