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Level 4
posted Feb 11, 2025 3:16:51 PM

In the name of transparency and full disclosure do Trust Beneficiaries have the right to see the 1041 after it’s filed?

Thank you!

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2 Replies
Expert Alumni
Feb 11, 2025 3:25:18 PM

That would depend on the laws in your state. However, you can order a copy of a tax return from the IRS by using Form 4506.

Level 4
Feb 11, 2025 4:04:11 PM

I live in Florida. I read somewhere on the internet in Florida it’s not required. I can ask my father’s Trust lawyer to be sure. I have nothing to hide and if the beneficiaries can get a copy anyways by filling out form 4506 I am not sure what difference that if makes.