qbteachmt
Level 15
03-18-2023
11:45 AM
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"I'm not sure where to start."
So, you have two returns to prepare. You will not put the W2 on the return for the estate/trust. Your taxpayer in charge of the trust is the Trustee. That does not get combined into his own personal tax return. That's where it was confusing to read.
If there is a Trust, there is a Trust Document. It described the trust, the establishment, the type of trust, the provisions, and the beneficiaries.
You might need to make a referral to an estate lawyer, first. This person needs legal guidance.
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Don't yell at us; we're volunteers