EFTA02403726.pdf

From: Valeria Chomsky Sent: Monday, September 11, 2017 10:54 PM To: Jeffrey E. Subject: Fwd: Chomsky Trusts- Tax Returns Does this help? Forwarded message F=om: Matthew Mazotas &l=; <mailto > Date: Tue, Mar 21, 2017 at 11: Subject: Chomsky Trusts- Tax=Returns To: Max Kohlenberg >, Harry Chomsky <mailto >, Kathleen Horigan <mailto l> >, Vale=ia Chomsky >,' <mailto: > <mailto: >> Hello Max, Harry, and Kate, We are in the process of preparing the Chomsky4>=99s trust's tax returns. The following questions and issues were raised during the performance of our work. Please provide responses to the f=llowing items. Carol Chomsky Non-Exempt Marital Trust=/p> 1. l>=A0 Were there any distributions from the trust? If so, to=whom were they paid? 2. Q=AO Please provide the Form 1099 for the Goulston Storrs a=count ending 3. 4>=AO Please provide the Form 1099 for the Pershing account 4. Q=AO Please provide any payments made for the federal or st=te tax estimates. 5. 40=A0 Please provide any trustee fees paid. 6. Q=AO Please provide any legal fees paid. EFTA_R1_01442826 EFTA02403726 Carol Chomsky Exempt Marital Trust 1. l>=A0 Were there any distributions from the trust? If so, to=whom were they paid? 2. Q=A0 Please provide any payments made for the federal or st=te tax estimates. 3. Q=A0 Please provide any trustee fees paid. 4. 40=A0 Please provide any legal fees paid. Diane Chomsky 2009 Trust 1. 1>=A0 Please provide the Form 1099 for the Goulston Storrs a=count ending 2. Q=A0 Was there any royalty income received by the trust? If=so, how much? 3. Q=A0 Please provide any trustee fees paid. 4. 4>=A0 Please provide any legal fees paid. In addition to the above, we need the EIN or SSN for=Max or Harry as trustee for all of the trusts. Only one needs to be provid=d. This is a new requirement to be able to e-file the tax returns in order=to combat identity theft. The EIN or SSN can be provided over the phone or emailed through our secure email =t Email <mailto Web: www.all-cpas.com <http://www.all-cpas.com/> =/p> Member of MSI Global Alliance: www.msiglobal.org <http://www.msiglobal.org/> Click Here To Send a Secure File: https://allcpas.leapfile.com <https://allcpas.leapfile.com> chttps://www.facebook.com/allcpas> <https://twitter.com/allcp=s> =span style="colortt555555"> chttps://www.linredin.com/company/abrams-little-gill-loberfeld-pc> <https://www.instagram.com/allcpas/> <=span> 2 EFTA_R1_01442827 EFTA02403727