Hi Palms
Level 6
Member profile
- Replies
- Posts
-
Sorry for your loss.Read the terms of the trust. If the trust makes you the sole owner upon the passing of your husband, then you acquired half of the property ...
-
Not tough if it's a grantor trust. File a 1041 and a PA-41 with a grantor letter and that gets reported on her individual tax return. The 1041 is all zeros but ...
-
@ron6612wrote:In doing some research have come across the statute of limitations which is 3 years. Can I just file a final and amended 1041 for 2025 even though...
-
@rjswrote:If the check from the joint account exceeds the annual gift tax exclusion for one person, Form 709 is required.If the gift from the joint account exce...
-
Right. You don't have to file the K-1 with the IRS for a 100% prinicipal distribution.
Activity Feed for Hi Palms
- Posted Re: Sold a home held in a trust on Deductions & credits. 7 hours ago
- Posted Re: FILING 1041 FOR IRREVOCABLE TRUST USING TRUST EIN on Get your taxes done using TurboTax. February 3, 2026 12:28 PM
- Cheered Re: What is hell is intuit doing telling me I have to upgrade to Win 11, I don't want that POS, they said it's for security, That's OK, i'll take my chances with Win 10. for vetz76. January 21, 2026 11:54 PM
- Cheered Re: What is hell is intuit doing telling me I have to upgrade to Win 11, I don't want that POS, they said it's for security, That's OK, i'll take my chances with Win 10. for vetz76. January 21, 2026 11:54 PM
- Cheered Re: What is hell is intuit doing telling me I have to upgrade to Win 11, I don't want that POS, they said it's for security, That's OK, i'll take my chances with Win 10. for skramblr. January 21, 2026 11:54 PM
- Cheered Re: What is hell is intuit doing telling me I have to upgrade to Win 11, I don't want that POS, they said it's for security, That's OK, i'll take my chances with Win 10. for vetz76. January 21, 2026 11:53 PM
- Cheered Re: What is hell is intuit doing telling me I have to upgrade to Win 11, I don't want that POS, they said it's for security, That's OK, i'll take my chances with Win 10. for Jay_H. January 21, 2026 11:53 PM
- Cheered Re: What is hell is intuit doing telling me I have to upgrade to Win 11, I don't want that POS, they said it's for security, That's OK, i'll take my chances with Win 10. for Mike9241. January 21, 2026 11:53 PM
- Cheered Re: What is hell is intuit doing telling me I have to upgrade to Win 11, I don't want that POS, they said it's for security, That's OK, i'll take my chances with Win 10. for skramblr. January 21, 2026 11:53 PM
- Cheered Re: What is hell is intuit doing telling me I have to upgrade to Win 11, I don't want that POS, they said it's for security, That's OK, i'll take my chances with Win 10. for ATinyDuck. January 21, 2026 11:53 PM
- Cheered Re: What is hell is intuit doing telling me I have to upgrade to Win 11, I don't want that POS, they said it's for security, That's OK, i'll take my chances with Win 10. for vetz76. January 21, 2026 11:53 PM
- Cheered Re: What is hell is intuit doing telling me I have to upgrade to Win 11, I don't want that POS, they said it's for security, That's OK, i'll take my chances with Win 10. for BobRay. January 21, 2026 11:53 PM
- Cheered Re: What is hell is intuit doing telling me I have to upgrade to Win 11, I don't want that POS, they said it's for security, That's OK, i'll take my chances with Win 10. for vetz76. January 21, 2026 11:53 PM
- Cheered Re: What is hell is intuit doing telling me I have to upgrade to Win 11, I don't want that POS, they said it's for security, That's OK, i'll take my chances with Win 10. for Jay_H. January 21, 2026 11:53 PM
- Cheered Re: What is hell is intuit doing telling me I have to upgrade to Win 11, I don't want that POS, they said it's for security, That's OK, i'll take my chances with Win 10. for vetz76. January 21, 2026 11:53 PM
- Cheered Re: What is hell is intuit doing telling me I have to upgrade to Win 11, I don't want that POS, they said it's for security, That's OK, i'll take my chances with Win 10. for vetz76. January 21, 2026 11:53 PM
- Cheered Re: What is hell is intuit doing telling me I have to upgrade to Win 11, I don't want that POS, they said it's for security, That's OK, i'll take my chances with Win 10. for vetz76. January 21, 2026 11:53 PM
- Cheered Re: What is hell is intuit doing telling me I have to upgrade to Win 11, I don't want that POS, they said it's for security, That's OK, i'll take my chances with Win 10. for JohnQT. January 21, 2026 11:53 PM
- Cheered Re: What is hell is intuit doing telling me I have to upgrade to Win 11, I don't want that POS, they said it's for security, That's OK, i'll take my chances with Win 10. for JohnQT. January 21, 2026 11:53 PM
- Cheered Re: This section, 1099-r, will be ready soon. when? for M-MTax. January 21, 2026 11:52 PM