jharmon92110
Returning Member

Deductions & credits

I received this income as one of the Trust beneficiaries. The fiduciary has filed the NM tax return along with the full tax payment owed by all the beneficiaries. I was instructed by the fiduciary to include two forms with my CA tax return to substantiate the credit I am claiming:

1) Schedule E, filed with the Trustee's 2019 Federal income tax return (by the fiduciary)

2) New Mexico Form Fid-1, Fiduciary Income Tax Return for 2019, with me listed as beneficiary