SteveJ57
Level 3
Member profile
- Replies
- Posts
-
@ReneV4, thank you. This is exactly what I needed. Thank you 1000x!
-
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.
-
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...
-
Sorry, I meant the FEIN is requested for the institution, and the form lists TIN for the funds. Corrected above.
-
@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 ...
Activity Feed for SteveJ57
- Posted Re: Missed RMD for IRA-BDA in 2024 on Retirement tax questions. 3 weeks ago
- Cheered Re: Missed RMD for IRA-BDA in 2024 for ReneV4. 3 weeks ago
- Posted Missed RMD for IRA-BDA in 2024 on Retirement tax questions. 3 weeks ago
- 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
- Cheered Re: Special Needs Trust Grantor Tax Liability? for Anonymous_. January 13, 2024 8:55 AM
- Cheered Re: Special Needs Trust Grantor Tax Liability? for Anonymous_. January 13, 2024 8:54 AM
- Posted Re: Special Needs Trust Grantor Tax Liability? on Business & farm. January 13, 2024 8:52 AM
- Cheered Re: Special Needs Trust Grantor Tax Liability? for DaveF1006. January 13, 2024 8:37 AM
- Posted Re: Special Needs Trust Grantor Tax Liability? on Business & farm. January 10, 2024 2:37 PM
- Cheered Re: Special Needs Trust Grantor Tax Liability? for DaveF1006. January 10, 2024 2:08 PM
- Posted Re: Sale of Living Trust-owned Primary Residence on Deductions & credits. January 9, 2024 2:08 PM
- 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
- Cheered Re: Setting up a TIN for revocable living trust for VolvoGirl. June 16, 2023 7:08 AM
- Posted Re: Setting up a TIN for revocable living trust on Get your taxes done using TurboTax. June 15, 2023 12:20 PM