A Primer on Trust Tax Returns

May 4, 2020

One of the many duties of trust administration is ensuring that trust tax returns and beneficiary K-1s are completed accurately and on a timely basis. During our review sessions, the Pendleton Square team listened to family advisors, trust makers and beneficiaries, and we found they had many questions about how a trust tax return is compiled and the accompanying deadlines.

To help everyone better understand the process, we created an infographic that highlights the most important steps in preparing and filing a trust tax return. We hope you find it a useful resource!