Am I correct about the statement I made in my last message regarding the taxable amount from Jan. 2020 to distribution will be split 3 ways between the benefici...
I have a thought.....I think I was confused. The K1 info is only the info from the the brokerage firm from Jan 2020-March 2020, correct? So that amount of taxes...
Ok...now I am really confused....LOL.Yes, the trust was distributed in March 2020 and I am trying to do the Trust's tax return. I did receive 1099-DIV and 1099-...
I used a CPA for the decedent's personal taxes in 2019. The CPA said the trust did not have to do a return as everything was going on the personal tax return. W...
