Skip to main content
Level 2
February 20, 2021
Question

Fiduciary returns

  • February 20, 2021
  • 2 replies
  • 0 views

can I force the distribution of capital gains on a fiduciary tax return

This topic has been closed for replies.

2 replies

BobKamman
Level 15
February 21, 2021

Well, you can go to court and ask that the trust instrument be amended, retroactively, to allow that.  

Intuit Community Champion
February 21, 2021

Your question is very complex, and it depends on trust language, and local law. No simple answer. Here is an article from american bar association that may help you:

 https://www.americanbar.org/groups/taxation/publications/abataxtimes_home/20feb/20feb-pp-lepore-trust-estate-distributions/