Trust 1099 Solutions

Let ONESOURCE Trust Tax minimize the cost and effort in producing Trust 1099s. Be assured that the Trust 1099 forms you produce for your clients are complete, accurate, and in compliance with tax laws.

Whether you do Trust 1099s in house, need total outsourcing help, or something in between, ONESOURCE Trust Tax has the software and services to fit your needs.

Our proven software and services offer:

  • Real-time access to your Trust 1099s - including status, completed forms, and letters
  • Determination of qualified and non-qualified dividends
  • Use of mutual fund factors including calculations to determine state income tax exemptions
  • IRS e-filing

ONESOURCE Trust Tax Advantages

  • Seamless integration with all major trust accounting systems
  • Access to fiduciary experts to complete detailed client tax information letters
  • The power of an SAS-70 certified data center with unparalleled equipment, security, and redundancies
  • Sarbanes-Oxley compliant corporation with 40 years experience in fiduciary taxation
  • Trusted experience that comes from filing over 200,000 trust tax returns early

For more information, view our Trust 1099 brochure

Contact us today to see how we can improve your Trust 1099 process