@tagteam the more I read the more I realize there always should have been a 1041 as the Trust has never distributed all the income and retains and reinvests it. This Trust has existed since 1985 and even got audited for reporting in the 1040 and deducting the investment expenses in full not subject to 2%.... it occurred before special needs trusts existed but, this was the prelude to them as court ordered to support her after a car accident. Income or principal discretion of the Trustees.... disposition only upon her death .
**I don't work for TT. Just trying to help. All the best.
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