The trust is setup that my trustee handhelds the investment. I get each month money from the investment. wired form the investment firm. I have never received any tax documents on how much I get each month a total to put into turbo-tax. Would I have to add this up on my own? what form should I use?
Thank for the help.
01161
1 Best answer
Anonymous_
Level 15
Jan 18, 2023 7:39:33 AM
Contact the trustee and inquire.
You should be receiving a K-1 (Form 1041) each year if this is a typical trust.
1 Replies
Anonymous_
Level 15
Jan 18, 2023 7:39:33 AM
Contact the trustee and inquire.
You should be receiving a K-1 (Form 1041) each year if this is a typical trust.