Report the source and amount of your trustee fees in Part 2.

Note that you may have to report the underlying holdings of the trust in Part 6 if you, your spouse, or dependent child have an interest in or have received income from the trust (see the trust entries in Part 6 of this guide for details).

For You

Part 2

Report the source and amount of your trustee fees if you received more than $200 from that source during the reporting period.

Description:  Identify the trust.  If the trust is for the benefit of you or relatives, you may use initials in lieu of a person’s name (e.g., “2003 J.S. Trust”) or simply refer to the entity as a family trust (e.g., “family trust #1”).  In other cases, identify the trust by the last name (e.g., “Doe family trust”).

EIF:  Select “N/A.”

Income Type:  Describe the type of income as “trustee fees.”

Income Amount:  Provide the exact amount of your fees during the reporting period.