Copy of trust documents

Copy of Federal Identification Number (EIN)

Copies of all 1099s for interest and dividends received.

List of any other income

Copy of Closing Disclosure statements for any real estate sold

Copies of 1099-B for any stock sold

List of expenses paid by trust, property taxes, income taxes, mortgage interest, legal and accounting fees, etc

List of beneficiaries, addresses, and social security numbers

Distributions to beneficiaries

 Name, address, phone number, email address, and social security number for Trustee

Copy of prior year tax return (if available)