About SteveJ57

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Re: Handling 1099-DIV with multiple FIN (also, where's the instituti...

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.

SteveJ57

Updated Feb 06, 2025
Re: Handling 1099-DIV with multiple FIN (also, where's the instituti...

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...

SteveJ57

2

Updated Feb 06, 2025
Re: Handling 1099-DIV with multiple FIN (also, where's the instituti...

Sorry, I meant the FEIN is requested for the institution, and the form lists TIN for the funds. Corrected above.

SteveJ57

6

Updated Feb 06, 2025
Re: Special Needs Trust Grantor Tax Liability?

@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 ...

SteveJ57

1

Updated Jan 13, 2024
Re: Special Needs Trust Grantor Tax Liability?

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...

SteveJ57

4

Updated Jan 13, 2024

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Date Registered	‎April 12, 2021 3:55 PM
Date Last Visited	2 weeks ago
Total Messages Posted	16
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