import subset of Fidelity tax Forms

I am a trustee for my brother's trust. So, his accounts show up on my Fidelity account whether I like it or not. That is normally not an issue but at tax time all the tax forms from the Trust get imported into Turbotax automatically. . Is there a way for me to pick which 1099s get imported? It is a pain in the rear each year to go thru and figure out what is what and manually delete various forms. Any help will be appreciated. Thanks.

215

Expert Alumni

Mar 1, 2021 7:15:07 PM

Assuming your brother's trust is an Irrevocable Trust, then the trust should have its own Federal ID # that it is reported on, not your ssn and name. You should get that changed.

Yes, you can manually enter the ones that are applicable to your individual income tax return instead of automatically downloading all of them.

You really should have his trust accounts in their own EIN

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import subset of Fidelity tax Forms