HOW TO REPORT INCOME FROM A TRUST, where

[TAX SURGEON]

I have a client who sold a house that was in a trust that was left to him, by his mother

[Koss]

Need more info

Does the trust have an EIN?

Is your client the trustee, or the beneficiary, or both?

Was the house sold by the trust, or by your client? Look at the deed. Was it signed by a fiduciary? Or by the son in his individual capacity?

The client may be clueless. This may be an extension.

BMK

[Y2KEA]

What Koss said & more. Plus first, read the trust docs.

[Justataxguy]

I have a client who received money from a trust but says he didn't receive any paperwork with it. Wondering the same thing as the OP.

[Burke]

Both of these cases should have received a K-1 if there was taxable income to report. But I wouldn't leave it at that. Have the TP find out from the trustee what type of payments these are. There are so many RLT's nowadays which are only done to avoid probate, and the assets are immediately distributed. But you have no way of knowing if this is the case. You have to either have the K-1, or a copy of the trust document to determine.