Complex Trust - Sec 663b Record Keeping
MikeInFL
Returning Member

Complex Trust - Sec 663b Record Keeping

In understand that if choose the Sec 663b election for a complex trust, I need to check off box 6 in the "Other Information" section of TurboTax.

 

Do I need to file any supporting schedules with the return?  What kind of record keeping is required? 

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