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New Member
posted Jun 4, 2019 8:12:54 PM

Are dividends held within a trust taxable?

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1 Best answer
Intuit Alumni
Jun 4, 2019 8:12:55 PM

No, the dividends held within the trust are not taxed.  The IRS does not tax a trust for dividends that it distributes to its beneficiaries, whether that dividend payout is required by the trust document or not. Instead, the beneficiary is liable for taxes on these dividends.

1 Replies
Intuit Alumni
Jun 4, 2019 8:12:55 PM

No, the dividends held within the trust are not taxed.  The IRS does not tax a trust for dividends that it distributes to its beneficiaries, whether that dividend payout is required by the trust document or not. Instead, the beneficiary is liable for taxes on these dividends.