Thank you for your reply. Sorry to get into the weeds, but I looked at Form 3520 again and it turns out that line 37 under Schedule A is a positive number (Line 31 are the distributions I received, lines 33-36 are all 0, so line 37 is again what I received). So I need to complete Schedule C, which is a problem because it refers you to Form 4970, which in turn requires you to fill out Schedule J of Form 1041. To fill that out, I would need information on the trust itself, including its accumulated distributions and undistributed net income etc. which is information that I don't have (have requested more info from trust but haven't received any more info). So I wondered if anyone else has encountered this and can some assumptions be made to figure out the tax I'm required to put on Form 3520? Or just guess, random 5 to 10% tax? Or not fill out the Form and hope that I don't get fined the $10,000? I'd ask an accounting firm to help but without necessary info I don't know what they would do either. Thanks again.
