topic Need help filing Living Trust. Received 1099-Int in Get your taxes done using TurboTax

Need help filing Living Trust. Received 1099-Int

angela-lucero84 — Mon, 03 Jun 2019 19:03:01 GMT

Father passed away March 2016. We received a 1099-INT form from Life Insurance Co. We created a TIN with IRS reflecting Living Trust that was inherited when father passed away.

"Need help filing Living Trust. Received 1099-Int" I am...

Anonymous_ — Thu, 29 Jul 2021 22:24:42 GMT

"Need help filing Living Trust. Received 1099-Int"

I am sorry for your loss but, at this point, the trust is a separate taxable entity and no longer a "living trust" (the trust became irrevocable when your father passed).

As such, the trust will be required to file a Form 1041 if it had any taxable income for the tax year, gross income of $600 or more (regardless of taxable income), or a beneficiary who is a nonresident alien.

In order to prepare a 1041 for a trust, you will need to purchase a copy of TurboTax Business.

See https://turbotax.intuit.com/small-business-taxes/

Note: TurboTax Business must be installed and run in a Windows environment; it is not available as an online product nor will it run natively on a Mac. Further, you still need a TurboTax personal income tax preparation product since TurboTax Business is not capable of preparing individual income tax returns (it can only prepare returns for entities).

Re: Need help filing Living Trust. Received 1099-Int

robabricali — Thu, 29 Jul 2021 22:02:52 GMT

Need a live person call my [phone number removed]

Re: Need help filing Living Trust. Received 1099-Int

robabricali — Thu, 29 Jul 2021 22:03:33 GMT

No need clear son questions please

Re: Need help filing Living Trust. Received 1099-Int

DoninGA — Thu, 29 Jul 2021 22:16:25 GMT

@robabricali wrote:

No need clear son questions please

Use this website to contact TurboTax support during business hours - https://support.turbotax.intuit.com/contact/

Or -

Support can also be reached by messaging them on these pages https://www.facebook.com/turbotax/ and https://twitter.com/TeamTurboTax

Or -

Use this phone number and select TurboTax - 1-800-4-INTUIT (1-800-446-8848)

Or -

On every TurboTax web page, including this one, scroll down to the bottom of the page and click on Contact Us

Re: Need help filing Living Trust. Received 1099-Int

Critter-3 — Fri, 30 Jul 2021 00:21:33 GMT

@robabricali

Don't ever post your phone number on any public internet forum since no one legitimate will call it ... only scammers pretending they are TT support.