in [Event] Ask the Experts: Tax Law Changes - One Big Beautiful Bill
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.
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Contact the trustee and inquire.
You should be receiving a K-1 (Form 1041) each year if this is a typical trust.
Contact the trustee and inquire.
You should be receiving a K-1 (Form 1041) each year if this is a typical trust.
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