mcd1231
Level 4
04-11-2021
10:04 AM
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My client received a document from a funeral home where her final expenses have been prepaid. They sent a preferred funeral trust document to her with her name as the name of the trust and the trust has an EIN. She received $232 in interest and the trust paid $112 in fiduciary fees. Do I enter the interest on form 8960? What about the fiduciary fees?
Thank you
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