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

[trust812]

Thank you!

[ThomasM125]

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.

[trust812]

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.