I am looking for some guidance to ensure I am filing all the required forms.
I am the trustee for a minor's Testamentary Lifetime Benefit Trust.
The assets of the trusts are exclusively in mutual funds and I received T3 slips.
There are no payments to the beneficiary. The entire trust is paid out when the beneficiary turns 21 year old.
I am preparing a return myself using the software and am not an accountant.
The forms I have completed are:
1. T3 Trust Income Tax Return
2. Info T3 Trust Information form
3. Income from T3 slips form
4, T3 Schedule 8 - Investment Income, Carrying Charges, and Gross Up Amount of Dividends Retained by Trust Form
5. T3 Summary - Summary of Trust Income Allocations and Designations
6. Beneficiary Details Form
Can anyone advise if there are additional forms I require to file this type of Trust Return?
Thank you
