@nancysmall60 wrote:
Were the 3 of us supposed to get a K1 from the investment company and then use that info to fill out the 1041's K1s?
Receiving K-1s from the investment firm (rather than the standard tax reporting forms, such as 1099s) would be highly unusual since it would indicate the firm prepared the 1041.
Rather, the firm appears to have issued the correct statements leaving it to the trustee of the trust to handle the tax reporting.
Regardless, I agree with @NCperson; contact your CPA or, if your current CPA is a jerk or incompetent, seek guidance from a different tax professional.
