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.
02324
2 Replies
Mike9241
Level 15
Feb 27, 2021 1:20:53 PM
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
Feb 28, 2021 5:04:16 PM
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.