Trust Tax Reporting

Created by Client Experience Team, Modified on Tue, 21 May, 2024 at 2:35 PM by Client Experience Team

You should only need to have your CPA to report your sale as an installment sale on form 6252. 

Your tax return will be filed by us (Capital Gains Tax Solutions) with Adminbooks so you don't need any tax forms, 1099 or K1 for the Trust.

For the LLC that partnered with the Trust, you will need to have the LLC issue a K1 and you need to have our CPA file a partnership tax return. 

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