I’ve taken over the preparation of a 1041 tax return for a trust. The taxes had been prepared by another accountant for several years. An attorney is the fiduciary. I’ve always received a copy of the trust document. In this case I’m sensing reluctance to provide me a copy… Am I being unreasonable? Never encountered this before. I know sometimes I’m overkill on documents but somethings I believe are pretty basic…
I always ask for it. How would you know you are complying with the terms of the trust - for example accounting income calculations, distributions, etc. - if you do not have the document?