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Any accountants among us? - I have a d4a Special Needs Trust Fund question
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<blockquote data-quote="ctmom05" data-source="post: 350690" data-attributes="member: 2901"><p>The subject line pretty much says it all. </p><p></p><p>I was the trustee for my 22 yr old's d4a special needs trust fund. It was established in 2009 and the money was all spent the same year.</p><p></p><p>My concern is tax related. I need to know whether a federal and state return needs to be filed. The trust is made up of 3 separate accounts; 2 of which earned a total of < $100 interest.</p></blockquote><p></p>
[QUOTE="ctmom05, post: 350690, member: 2901"] The subject line pretty much says it all. I was the trustee for my 22 yr old's d4a special needs trust fund. It was established in 2009 and the money was all spent the same year. My concern is tax related. I need to know whether a federal and state return needs to be filed. The trust is made up of 3 separate accounts; 2 of which earned a total of < $100 interest. [/QUOTE]
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Any accountants among us? - I have a d4a Special Needs Trust Fund question
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