2025年2月2日 · A complex trust can also distribute income (some or all) to its beneficiaries and that is dependent upon the terms of the trust. A complex trust is NOT required, by IRS rule or …

2024年12月1日 · if it's a complex trust. the principal distribution is reported on schedule B line 10 of the 1041. from 1041 instructions. Line 10 is to be completed only by a complex trust. These …

2024年3月25日 · The trust now has it's own EIN. Most of the trust assets were distributed to the beneficiaries in 2023. I am trying to understand the correct trust type(s) to check on Form …

2019年6月3日 · I'm helping the trustee of a complex trust with the 2018 Federal Fiduciary Return. In 2018 the trust sold all shares of a fund, resulting in total proceeds of about $70k. The cap …

2019年6月1日 · A trust was originally written as a complex trust since trustee had discretion to distribute income and principal or add it back into the trust corpus. As a result of litigation, …

I have 2 parts to income distribution from complex trust. 1) Income is from dividends, interest and rents. When I enter a distribution, it is increasing the trust income from rents to reflect a …

2019年6月6日 · Since the revocable trust's grantor has passed, the trust became irrevocable, so not a Grantor Trust type? And type of Decedent's estate seems for when all assets not in …

2024年3月3日 · I am the trustee of a complex trust. I entered the qualified dividends on line 1b. I want to attribute some to the trust and some to the beneficiary. However, the values for …

2022年4月21日 · If a complex trust has capital gains from sale of a rental property and distributes gains to beneficiaries why does turbo tax show the trust paying the capital gains tax? In the …

2019年10月6日 · Complex Trust - Sec 663b Record Keeping Have you tried making the election in Step-by-Step Mode (see screenshot)? You should not be experiencing an issue with the …