mcd1231
Level 4

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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