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Family sent me a box of cookies from MD. they went to ny first and then to GA then back to ny before they go to me here in VA. Took about 6 months. Dog wouldn't eat too hard.

I sent a priority envelop to Virginia from Maryland yesterday afternoon around 4, and it arrived this morning in VA. I have a lot more great stories about the post office, than I do bad stories. I prefer the post office to any of the other shippers by a lot.

This thread reminds me of the old days of tracking my ATX updates (disks). Presque Isle to Louisvile to Ashland Ky (my local distribution center) in one day. "I should have it in the morning." Nope, I have an Ohio zipcode so it went to Columbus Ohio, then back to Ashland Ky for delivery. Every time.

Newman!

"Scholars, policymakers, and taxpayers themselves often cite complexity as one of the worst problems plaguing the tax system. Complaints include, among other things, that the Internal Revenue Code (the “Code”) is too long, too difficult to read, very complicated, and, often, unclear. Among the many costs of tax complexity are (1) billions of hours of paperwork and stress that taxpayers face each year, (2) monetary costs that taxpayers bear when they hire advisors and purchase software to report their tax liability and file their tax returns, (3) difficulty that taxpayers encounter when attempting to claim tax credits and other benefits, and (4) challenges the IRS confronts when attempting to deter tax avoidance and evasion opportunities that tax complexity often creates. As we have discussed extensively, one way in which the IRS manages tax law complexity is through a phenomenon we have called “simplexity” – the presentation of complex law to the public as if it is simple, without actual simplification of the underlying tax law. The IRS relies on simplexity in many plain language explanations of the tax law, such as IRS Publications and automated legal guidance (in the form of the Interactive Tax Assistant). Simplexity enables the IRS to explain the tax law in ways the public is more likely to understand, thereby fulfilling the IRS’s duty to help taxpayers comply with the tax law. However, simplexity has its own problems, including oversimplifying the tax law, and, ultimately creating a two-tier system, whereby sophisticated parties enjoy benefits from the underlying, complex law, which benefits are not available to the general public." This is a great explanation of our convoluted tax system. It does give us "job security" but even at our level of knowledge we don't have the depth of expertise to exploit the loopholes buried deep in the code.

I am confused a little bit on who your client is. Is it the Individual or the Trust? Or both? Is the Executrix your client for the Trust? Are there multiple trusts (like one for each sibling)? The Partnership seems to be reporting to your client their trust's share of income and expense and sourcing it to the state earned. Good so far. The trust (is the trust your client) should be producing tax return(s) based on the 1065 K-1 information and reporting appropriately to each state where there is a filing requirement and providing a 1041 K-1 to the beneficiary(s). The beneficiary(s) should be reporting the information from the trust K-1 on their individual returns to the IRS and the states where they have a filing requirement based off the source of the income. Tom Longview, TX

I sent one client back to the dealer for proof on one. Came back as a no go.

(1) Trustee receives K-1 (1065) and CA state K-1 for the trust. (2) Trustee makes sure Form 1041 is prepared -- federal and state(s) and issues Forms K-1 (1041) to beneficiary (3) Individual reports income from K-1 (1041) on personal federal return and source state return and resident state return.

I have a similar situation. Partnership makes distribution to trust; trust makes distribution to individual. Trust deducts tax prep and income distribution deduction. Very simple. Trust also follows 65 day rule since partnership makes distribution right at year end.

Sounds like the trusts are partners in a partnership. The trust should file a return reporting the K1 income on a 1041. then issue a K1 to the beneficiary. but you'll need a full accounting of the trust's income, expenses and distributions.

Well you are, of course, correct. Well I called and his mail box is full. Go figure. So I called my state senator whose legislative assistant is calling Richmond to see if she can get clarification. If I hear back i will post.

You meant to say, "I'll call an office of one of the d--- state senators sponsoring the legislation." If our lawmakers can't write a bill so we can understand it...

And there you have it in a nutshell. What is to be said if an employee of the Virginia Department of Taxation herself cannot address this. I'll call an office of one of the state senators sponsoring the d--- legislation. Oops did I say that ?

I am really glad that I decided that I don't have the expertise to prepare Estate and Trust Tax Returns.

Thank you Abby!

And there "should" NOT be a filing requirement for the local, IF tax is withheld because they "work" in the locale. Now if they own a business (or rental) in the locale...

Combine accrued interest and acquisition premium into one number and use the adjustment code Other. These both reduce interest income. Combine the OID amounts and enter as separate tax exempt interest 1099.

Sometimes mail gets stuck in the bottom of a canvas mail bag for days, months or years.

Many years ago I put an envelope into the UPS box with a stack of stock certificates (the box was in the lobby of our building). 1 year to the day from dropping it in the box it showed up at the destination. The very first time it was scanned was just a few days before delivery so it was sitting somewhere. I followed a lady on a twitter for a months and she lived in Finland (exchange student). Her parents sent her a package that went back and forth across the Atlantic 2x and was in Japan for a while.

No, they do not unless they work in that municipality. We live in a township (very common here). When my husband worked at the university in Cincinnati, tax was withheld. He retired before COVID but now WFH people not actually working within a taxing district do not have to pay that income tax. Cities still fight it. The 'official' address you mention is likely just the post office. Our post office area is Cincinnati but we are not Cincinnati residents. Clear as mud?

We have had two funny adventures, though. 1. Sent an electric toothbrush to the manufacturer for warranty service (non-user-replaceable battery), Priority Mail from MA to VA. It went to Puerto Rico, back to NY, then to Atlanta, then to VA. 2. First class mail years ago. Sent a birthday card to a friend from central MA to a town SE of Boston - about an hour's drive away, a week ahead of the birthday. It arrived three weeks after my friend's birthday, was postmarked Schenectady, and had boot-prints on the envelope. We still chuckle about that one.

It apparently needed some vacation sun before continuing to the Pacific Northwest. LOL

That is pretty weird. Three or four years a I sent some stuff via a Priority Mail Envelope to another Oregon address. Since it had tracking I was able to follow the envelope to Florida and back to Oregon which took about 9 days.

I had a really wierd one last year. The client mailed me a large envelope with tax docs that never arrived. Eventually, it was returned to him. He resent it to me in another envelope with the orginal after we had gove over the mailing address to be sure it was correct. When I received it, my suspicion was correct - he had botched the address. Now here's the really wierd part. The original envelope went to JAPAN!!?? and it came back with a Japanese meter stamp.

Unless you send it Registered Mail, there is no guarantee against any one piece of mail getting crushed, smashed or lost

That would be nice, but you have to handle this somewhat manually by reporting the income in both states, then taking the credit for taxes paid to the nonresident state.

I would agree, it is most likely. Believe it or not, and this was years ago, but I have seen cases where revocable grantor trusts with all powers retained by the grantor that did have EIN assigned, and that is why I asked for the type of trust without further elaboration.

If the trust has its own EIN and is getting tax forms, it should be filing a tax return. How it's handling that income is written into the trust documents.

No one can begin to answer your questions without knowing the type of trust.

A local group here some years ago sent out ~1,000 pieces of 1st class mail to their affinity/mailing list. Less than two dozen ever arrived; the rest were completely lost. They asked for an investigation and were told "we can't find them," and they never showed up in the regional sorting facility (that takes pictures of every piece of mail they process). My guess is they'll show up in some creek or abandoned apartment of an "overworked" mail carrier.