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I received 2 forms
--a Client Statement Forms 1099 and 2009 Year End Statement
--and a Reserved Client Statement Forms 1099 and 2009 Year End Statement
Are they from the same payer? Are they reported under you SS# XXXXX are both reporting a total interest amount of $350?
I'm pretty sure that it is under my SS.
The total from the two is $379.
If this is the only income that it is not taxable and you do not have to file a tax return. Distribution from trust of $3000 is not taxable as it is not income but a distribution from principal. Normally trust would issue a K-1 if anything would be taxable on your personal tax return.