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Crikker

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Crikker

Re: None

Sunday, 09/30/2018 2:11:07 PM

Sunday, September 30, 2018 2:11:07 PM

Post# of 425933
LB the trust should keep the same tax character as if it was owned by an individual. I.e. long term cap gains will be treated the same if it is in the trust or held by an individual. However, if the trust has income, and I believe short term cap gains would be included here, then you get to the highest marginal rate at around $12k on income instead of the 100s of thousands needed for married filing joint. Check with your accountant
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