SteveJ57
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Thanks Dave. I saw that one too, but I only see it associated with Homestead Funds TRUST. Probably the same thing but I need to research further to make sure.
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Thanks@LindaS5247. That doesn't fully answer my question, however. I'm gathering that I need to get Homestead's EIN, and then I can just enter the info as shown...
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Sorry, I meant the FEIN is requested for the institution, and the form lists TIN for the funds. Corrected above.
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@Anonymous_Thanks for your response. It's all a bit confusing, but I believe the SNT we established is not a QDisT. Just a simple trust. I skimmed the document ...
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Dave, thanks very much for your message. All the money that is going into the Fidelity SNT account are funds that already belong to our son, but are held at a d...
Activity Feed for SteveJ57
- Posted Re: Handling 1099-DIV with multiple FIN (also, where's the institution EIN?) on Get your taxes done using TurboTax. February 6, 2025 3:47 PM
- Posted Re: Handling 1099-DIV with multiple FIN (also, where's the institution EIN?) on Get your taxes done using TurboTax. February 6, 2025 11:40 AM
- Posted Re: Handling 1099-DIV with multiple FIN (also, where's the institution EIN?) on Get your taxes done using TurboTax. February 6, 2025 8:48 AM
- Posted Handling 1099-DIV with multiple TIN (also, where's the institution FEIN?) on Get your taxes done using TurboTax. February 6, 2025 8:44 AM
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- Posted Re: Special Needs Trust Grantor Tax Liability? on Business & farm. January 9, 2024 2:00 PM
- Posted Special Needs Trust Grantor Tax Liability? on Business & farm. January 9, 2024 10:48 AM
- Posted Sale of Living Trust-owned Primary Residence on Deductions & credits. January 9, 2024 10:27 AM
- Posted Re: Setting up a TIN for revocable living trust on Get your taxes done using TurboTax. June 16, 2023 7:08 AM
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- Posted Re: Setting up a TIN for revocable living trust on Get your taxes done using TurboTax. June 15, 2023 12:20 PM
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