Investors & landlords

I agree with @Critter-3; seek guidance from a qualified local professional.

 

See https://taxexperts.naea.org/listing/service/estates-gifts-trusts

 

Also, withholding is not necessary if the trust that had no tax liability for the full 12-month 2021 tax year.

 

Again, you need a qualified professional who can review the terms of the trust.



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