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Level 2
April 21, 2021
Question

Is Reporting Deferred Earnings on Form 1041required?

  • April 21, 2021
  • 1 reply
  • 2 views

I have a Trust that contains a Roth IRS.  Not Distributions were made for tax purposes.  Is there a form within Tax Form 1041 where the Deferred Income and FMV on the annuity should be reported?

Thank you.

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1 reply

sjrcpa
Level 15
April 21, 2021

No.

The more I know the more I don’t know.