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ClemIA
Returning Member

I am a trustee on my brother's trust. So, all his accounts are listed in my Fidelity account. How can I stop those tax forms from being imported into TT?

Specifically, all the 1099s come in and I have to delete them carefully because there is no easy way to see which are mine and which are the trust's.
2 Replies
Mike9241
Level 15

I am a trustee on my brother's trust. So, all his accounts are listed in my Fidelity account. How can I stop those tax forms from being imported into TT?

contact fidelity.  it may just be a matter have having your brother's SSN on his trust account. On the other hand if it is a non-grantor trust account form 1041 needs to be filed each year and the trust should have an EIN. 

ClemIA
Returning Member

I am a trustee on my brother's trust. So, all his accounts are listed in my Fidelity account. How can I stop those tax forms from being imported into TT?

Thanks. I have talked with Fidelity. They insist that because my SSN is on the trust as a trustee, they cannot keep these accounts off my list. Just hoping either Fid or TT can come up with a solution. It can't be rocket science. 

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