Are dividends held within a trust taxable?

cpkoch — Wed, 05 Jun 2019 03:12:54 GMT

No, the dividends held within the trust are not taxed. T...

Leonard — Wed, 05 Jun 2019 03:12:55 GMT

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.

topic Are dividends held within a trust taxable? in Retirement tax questions

Are dividends held within a trust taxable?

No, the dividends held within the trust are not taxed. T...