topic My wife is the trustee of a revocable trust. Her soc sec number is nowhere on th account. Do we have to file the 1099-DIV, 1099-B, 1099-INT with OUR personal taxes?? in Retirement tax questions https://ttlc.intuit.com/community/retirement/discussion/my-wife-is-the-trustee-of-a-revocable-trust-her-soc-sec-number-is-nowhere-on-th-account-do-we-have/01/320970#M27929 We received no money from this trust except the annual required distribution, but this info in not on these 1099’s. Mon, 03 Jun 2019 19:11:37 GMT bdigreg 2019-06-03T19:11:37Z My wife is the trustee of a revocable trust. Her soc sec number is nowhere on th account. Do we have to file the 1099-DIV, 1099-B, 1099-INT with OUR personal taxes?? https://ttlc.intuit.com/community/retirement/discussion/my-wife-is-the-trustee-of-a-revocable-trust-her-soc-sec-number-is-nowhere-on-th-account-do-we-have/01/320970#M27929 We received no money from this trust except the annual required distribution, but this info in not on these 1099’s. Mon, 03 Jun 2019 19:11:37 GMT https://ttlc.intuit.com/community/retirement/discussion/my-wife-is-the-trustee-of-a-revocable-trust-her-soc-sec-number-is-nowhere-on-th-account-do-we-have/01/320970#M27929 bdigreg 2019-06-03T19:11:37Z No. But, the trust must file a trust income tax return (f... https://ttlc.intuit.com/community/retirement/discussion/no-but-the-trust-must-file-a-trust-income-tax-return-f/01/320985#M27930 No.<BR />But, the trust must file a trust income tax return (form 1041) and issue a schedule K-1, to the beneficiary, for&nbsp;&nbsp;the annual required distributions Mon, 03 Jun 2019 19:11:38 GMT https://ttlc.intuit.com/community/retirement/discussion/no-but-the-trust-must-file-a-trust-income-tax-return-f/01/320985#M27930 Hal_Al 2019-06-03T19:11:38Z Next question: is my brokerage firm the one that is suppo... https://ttlc.intuit.com/community/retirement/discussion/next-question-is-my-brokerage-firm-the-one-that-is-suppo/01/320996#M27931 Next question: is my brokerage firm the one that is supposed to handle the trust’s taxes and issue the K-1? Mon, 03 Jun 2019 19:11:39 GMT https://ttlc.intuit.com/community/retirement/discussion/next-question-is-my-brokerage-firm-the-one-that-is-suppo/01/320996#M27931 bdigreg 2019-06-03T19:11:39Z No, unless they are the trustee, of the trust https://ttlc.intuit.com/community/retirement/discussion/no-unless-they-are-the-trustee-of-the-trust/01/321004#M27932 No, unless they are the trustee, of the trust Mon, 03 Jun 2019 19:11:41 GMT https://ttlc.intuit.com/community/retirement/discussion/no-unless-they-are-the-trustee-of-the-trust/01/321004#M27932 Hal_Al 2019-06-03T19:11:41Z