Accountant-Man
Level 13
08-22-2023
03:38 PM
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You are going to have a lot of trouble with it. Most Grantor Trusts do NOT report any income on the trust itself, and withholdings cannot be passed through to beneficiaries(like the Grantor).
I'm still fighting over a 2016 trust and withholdings from the 1099-R.
Best of luck.
** I'm still a champion... of the world! Even without The Lounge.