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Returning Member
posted Apr 25, 2021 8:06:49 AM

Entering information from a Grantor Trust Tax Information Letter

I had already filed my 2020 tax return but received a Grantor Trust Tax Information Letter from a Liquidating Trust from a REIT Investment.  The tax  information that they supplied for Interest income other than US, Capital Gains (Partnership Gain or Loss, Business Property Gain or Loss, Unrecaptured Section 1250 Gain), Miscellaneous Income (Partnership Income from Passive Activities), Qualified Business Income (Section 199A Qualified Business Income, Section 199A UBIA), Effectively Connected Income, was in a form where they just supplied a form and line number.  When I attempt to amend my return for the sections above, TurboTax wants information that I do not have.  How do I go about getting the Grantor Letter info entered?

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1 Replies
Level 15
Apr 25, 2021 8:20:55 AM

You might want to read through the posts in the thread below.

 

Solved: Re: The Grantor Letter or Information Sheet is a t... - Page 2 (intuit.com)