DianeW777
Expert Alumni

Business & farm

Yes. You can issue one Form 1099-DIV from your mother's social security number (SSN) to the trust employer identification number (EIN).  The most important action is to show the accurate reflection on each return.  It's not necessary to issue several different 1099-DIVs to match each fund.

 

Keep you records with the tax returns should you need them in the future.

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