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E-filing Form 1 as a Beneficiary of a Trust

Discussion in 'NFA & Class III Discussion' started by mbfree, Feb 4, 2015.

  1. mbfree

    mbfree Sharpshooter

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    Can I efile a form 1 through a trust that I am a beneficiary of?

    I have scoured the web, and cannot find a concise answer. I was under the assumption I could, but would like any feedback to be confident on this.
    Any help is appreciated
     
  2. 08H3

    08H3 Sharpshooter

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    I'm no lawyer but, my OPINION is that

    If it's stated in the trust that the grantor, and beneficiaries will be considered trustees and may posses any property of the trust, then you should be fine to use the trust name to file the form 1. You may also at that time want to keep a certified copy of the trust within your possession too.
     

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