sl1900
Level 2

I have a new client that has used the free tax prep service from the AARP the past few years. She has her investments and IRA in revocable living trusts, with each trust having it's own EIN. The recipient's ID number on each 1099 is the trust EIN. 2018 was the first year she had the trusts. The AARP filed everything on her 1040, as though the trusts didn't matter or exist. And I might be overthinking this, but my research on this shows that, if the revocable living trust has been set up, has an EIN, then a 1041 is required with my client as the beneficiary. Am I correct about this?

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