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  1. American Estate & Trust
  2. AET Knowledge Center
  3. Tax Reporting and Compliance

Tax Reporting and Compliance

  • What tax documents does AET provide?
  • How do I report the Fair Market Value (FMV) of my assets?
  • What is the deadline for FMV reporting?
  • How do I pay Unrelated Business Income Tax (UBIT) or Unrelated Debt-Financed Income (UDFI)?
  • Where can I find information on calculating UBIT or UDFI?
  • How do I make a 990-T payment through AET?
  • How do I remove a worthless asset from my IRA?
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