BobKamman
Level 15
04-11-2024
05:10 PM
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I figured out the reason we have been filing the 1041 for this grantor trust is that it has an EIN and that is what Fidelity uses for their 1099 package. Oddly enough, the name of the trust has "irrevocable" in it, but that doesn't keep it from being a grantor trust. (The terms let the grantor do whatever she wants.)