Grantor Tax Information Letter

As a trust grantor, you can use this grantor tax information letter to provide tax information to the trust’s beneficiaries.

[Reciever’s Name] 

[Reciever’s Address] 

[City, State, ZIP] 


[Subject: Grantor Tax Information Letter – Use Bold Formatting for writing Subject] 

Dear [Reciever’s Name], 

I, [Sender’s Name], am writing this letter to facilitate you with tax information concerning [Name], of which you are beneficiary for the tax year [Year]. 

During [Year], the named trust has accumulated [Mention Total Income] in total and has incurred [Mentioned total deductions] in deductions; hence the [Taxable income] is the taxable income for this Year for [Trust Name]. [Trust Name] had a total number of [Number of beneficiaries] during the mentioned Year, with [Reciever’s Share of Income] as your share of the trust income. 

Further, the mentioned trust has accumulated [Mention Number of total credits] as total credits, with your share being [Mention the Receiver’s Share of credit]. Consequently, the share of your liability was [Mention Reciever’s share of liability], and the trust incurred [Amount] as total tax liability.

I would further like to inform you that [Trust Name] is considered a grantor trust for taxation purposes. Any income made by [Trust Name] is to be reported on your tax return individually. Please consider reporting the deduction, the credits on your tax return, and your share of the trust income utilizing the information mentioned in this letter. 

If you want to require any further information or have some questions, please get in touch with me at [Contact number] or [Email]. 


[Sender’s Name] 

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