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Retirement tax questions
I am assuming that the financial company is not the trustee of the trust (otherwise you would have received a K-1).
If that is the case, then the 1099s are only reporting income and gains to the trust, not distributions; only the trustee of the trust makes distributions from the trust and those distributions may include principal or income or both.
If that is the case, then the 1099s are only reporting income and gains to the trust, not distributions; only the trustee of the trust makes distributions from the trust and those distributions may include principal or income or both.
‎June 6, 2019
1:32 AM