Trust/199A - Spidell


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Message Board Trust/199A

This topic contains 1 reply, has 2 voices, and was last updated by Lynn Freer 2 months, 1 week ago.

  • Author
  • #171584

    Hi please help!!!

    I have a trust that distributes all the income to beneficiaries. On the schedule E, it asks if I am doing the safe harbor or qualified trade business…do i need to aggregate at the trust level or at the individual level??


    Additionally, do i need to attach the safe harbor statement to the trust return or the individual return?

  • #171601
    Lynn Freer

    The trust will make the decision and give you the information you need to take the 199A