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Mark, I've added this to my file of things I didn't know until today. It's the "entitlement test." We pick-up all kinds of valuable information by participation in Tax Talk. Bill ------------------------------ ...

Rondi, A simple trust is one which requires that the income be paid-out at least annually. If, in addition, there is also a distribution from trust corpus (principal), that DOES deviate from the simple ...

Hi, I am replicating trust returns for tax years 2024 & 2025 in preparation for taking over this task for this 2026 tax year. The previous preparer indicated that is was a Simple Trust, and this is supported ...